Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Patrick Glazier is an investment advisor representative with Edelman Financial Engines. Sean has been in the industry for over 16 years and has a Series 63, Series 66 and Series 7 license. Sean has worked with clients in a variety of capacities. Sean's previous experience includes working for Northern Lights Distributors, LLC and E*TRADE Securities LLC. Sean is currently registered in Ohio and Texas.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
OH
01/06/2023 - Present
Edelman Financial Engines (WESTLAKE OH)
NE
09/11/2018 - 03/26/2021
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CA
07/16/2010 - 04/19/2018
E*TRADE SECURITIES LLC (LOS ANGELES CA)
CA
02/10/2010 - 03/01/2010
NATIONAL PLANNING CORPORATION (TORRANCE CA)
CA
10/27/2005 - 01/15/2010
FIDELITY BROKERAGE SERVICES LLC (SANTA MONICA CA)
BOTH
Issued 06/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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