Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Bandazian is an Investment Advisor Representative with Cornerstone Wealth. Sean is registered in North Carolina and has been in the financial services industry since 2010. Sean holds Series 7, 63, 24, 39, 55, 57, and SIE licenses and is also a Registered Investment Advisor. Sean has a diverse background in the financial services industry, having worked for several firms including Wells Fargo Advisors, LPL Financial, and The Leaders Group, Inc. Sean has a strong commitment to helping clients achieve their financial goals.
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.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
1
2
NC
02/18/2022 - Present
Cornerstone Wealth (HUNTERSVILLE NC)
CO
02/14/2018 - 07/07/2020
THE LEADERS GROUP, INC. (LITTLETON CO)
SC
05/22/2014 - 03/30/2017
LPL FINANCIAL LLC (FORT MILL SC)
NC
09/05/2013 - 05/23/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NJ
01/26/2010 - 04/01/2011
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
NY
11/10/2008 - 01/08/2010
ASSENT LLC (NEW YORK NY)
IA
Issued 02/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 03/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2022
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sean Bandazian is the right advisor for you? Invested Better is here to help.
