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Sean Edward Ohara

Pacer Advisors, Inc.

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About Sean Edward Ohara

Sean Edward Ohara is a financial advisor with Pacer Advisors, Inc. Sean has been in the industry since 1986. Sean is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Sean is also registered with the state of Pennsylvania as an Investment Advisor Representative (IAR). Sean holds the following securities licenses: Series 7, Series 24, Series 26, Series 63, and Series 65. Sean is a licensed principal for Pacer Advisors, Inc. in Pennsylvania. Sean has a long history of experience in the financial services industry. Sean's previous employers include PLANCO FINANCIAL SERVICES, LLC, THE GREAT-WEST LIFE ASSURANCE COMPANY and CALVERT SECURITIES CORPORATION.

Firm Information

Sean Ohara is currently registered with Pacer Advisors, Inc.. Pacer Advisors, Inc. is an investment advisor based in Malvern, PA. The firm manages approximately $10 billion to $50 billion in assets for investment companies and pooled investment vehicles. They provide portfolio management services to clients. Pacer Advisors, Inc. has 18 investment advisor representatives, 5 investment advisory functions, and 6 licensed agents. The firm's SEC number is 801-79654.
Pacer Advisors, Inc.

500 CHESTERFIELD PARKWAY

MALVERN, PA 19355

$46.06B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean Ohara’s Registration & Firm History

PA

03/11/2009 - Present

Pacer Advisors, Inc. (MALVERN PA)

PA

06/18/1987 - 05/18/2007

PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)

NA

02/04/1986 - 04/14/1987

THE GREAT-WEST LIFE ASSURANCE COMPANY

NA

06/18/1985 - 12/27/1985

CALVERT SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 01/06/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2011

Series 24 - General Securities Principal Examination

BC

Issued 11/25/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Sean Edward Ohara. Review regulatory record here.
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