Unclaimed
Sean Pahut is a financial advisor with LPL Financial LLC in GREAT FALLS, MT. Sean has been in the financial industry since November 1997. Sean has experience working with various clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Sean holds Series 7, Series 63, and Series 66 securities licenses, as well as a Montana Investment Advisor license. Sean is a licensed representative with LPL Financial LLC.
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
MT
01/30/2021 - Present
LPL Financial LLC (GREAT FALLS MT)
MT
12/12/2013 - 02/05/2021
WELLS FARGO CLEARING SERVICES, LLC (HAVRE MT)
MT
06/28/2010 - 12/13/2013
U.S. BANCORP INVESTMENTS, INC. (GREAT FALLS MT)
MT
06/11/2001 - 06/28/2010
PRIMEVEST FINANCIAL SERVICES, INC. (SHELBY MT)
NY
01/30/2001 - 06/19/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
MO
11/11/1997 - 01/24/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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