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 Lafferty is a financial advisor at Fidelity Personal and Workplace Advisors in Columbus, OH. Sean has been in the financial services industry since 2014. Sean is a registered representative with FINRA and is licensed to sell securities in 47 states. Sean is also registered as an Investment Advisor Representative in Texas and Ohio. Sean holds the Series 6, 7, and 63 licenses and the SIE exam designation. Sean is a Chartered Financial Consultant.
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.
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.
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2
OH
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (COLUMBUS OH)
OH
09/18/2014 - 07/21/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BC
Issued 03/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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