Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Fitzpatrick is a financial advisor who has been in the industry since 1982. Sean is currently registered with Cetera Investment Advisers LLC in Pennsylvania and Texas. Prior to joining Cetera Investment Advisers LLC, Sean worked at First Allied Securities, Inc., First Montauk Securities Corp., Valley National Investments, Inc., Pilgrim Planning Associates, Inc., and Lincoln Investment Planning, Inc. Sean has a broad range of experience in the financial services industry, including providing financial planning, portfolio management, and other services to individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
07/16/2024 - Present
Cetera Investment Advisers LLC (ALLENTOWN PA)
PA
12/09/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ALLENTOWN PA)
PA
04/21/1993 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (ALLENTOWN PA)
PA
05/08/1991 - 04/21/1993
VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)
NA
05/27/1987 - 05/29/1991
PILGRIM PLANNING ASSOCIATES, INC.
NA
01/22/1986 - 06/05/1987
LINCOLN INVESTMENT PLANNING, INC.
NA
01/31/1985 - 02/05/1986
CALVERT SECURITIES CORPORATION
NA
11/24/1982 - 12/27/1984
LINCOLN INVESTMENT PLANNING, INC.
BC
Issued 12/6/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/9/1991
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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