Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Baratt is a financial advisor with Key Investment Services LLC, an investment firm based in Brooklyn, OH. Sean is a registered representative in Washington, having passed the Series 63 and Series 66 exams. Sean also holds the Series 7 and SIE licenses. Sean has been working in the financial industry since January 4, 2015. Previously, Sean was a financial advisor for Edward Jones in Honolulu, HI.
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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Personalized portfolio management to meet individual financial objectives.
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A percentage of the total value of assets under management is charged.
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OH
09/25/2020 - Present
KEY Investment Services LLC (BROOKLYN OH)
HI
12/19/2012 - 08/31/2018
EDWARD JONES (HONOLULU HI)
BC
Issued 03/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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