Unclaimed
Sean Lawrence Bordier is a financial advisor with LPL Financial LLC, located in FT WASHINGTON, PA. Sean is registered to provide investment advice in Delaware, Florida, New Jersey and Pennsylvania. Sean is licensed to sell securities in Delaware, Florida, New Jersey and Pennsylvania. Sean has been in the financial services industry since 2023. Sean also works with TruMark Financial Wealth Advisors.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
05/30/2024 - Present
LPL Financial LLC (FT WASHINGTON PA)
PA
07/10/2023 - 02/13/2024
PRUCO SECURITIES, LLC. (Warrington PA)
BOTH
Issued 09/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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