Unclaimed
Sean Housel is a financial professional with The Huntington Investment Co. Sean is a Registered Representative and Investment Advisor Representative in Ohio and Pennsylvania. Sean has been in the industry since 2011. Sean has a broad range of experience in providing financial advice and portfolio management services to individuals, businesses, and charitable organizations. Sean holds multiple licenses and designations including Series 6, 7, 63, 65, 52, 24, 53, 99 and SIE.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
12/20/2023 - Present
THE Huntington Investment Co. (Lakewood OH)
NY
07/01/2021 - 12/20/2023
KEY INVESTMENT SERVICES LLC (Tonawanda NY)
OH
05/01/2018 - 07/07/2021
PNC INVESTMENTS (CLEVELAND OH)
OH
04/19/2017 - 04/02/2018
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
OH
06/14/2011 - 04/19/2017
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
IA
Issued 08/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/10/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/13/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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