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 Lore is a financial advisor with Equity Services, Inc. based in Media, Pennsylvania. Sean has over 24 years of experience in the financial services industry. Sean is registered in 7 states and has passed the Series 6, 7, 63, and 65 exams, as well as the SIE exam. Sean has previously worked at Citizens Securities, Inc., PNC Investments, TFS Securities, Inc., IFMG Securities, Inc., Wachovia Securities, LLC, The Advisors Group, Inc., and Pruco Securities Corporation. Sean provides financial planning, portfolio management for individuals, and selection of other advisors. Sean also offers educational seminars and pension consulting services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/14/2021 - Present
Equity Services, Inc. (MEDIA PA)
PA
04/18/2018 - 06/04/2021
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
NJ
05/18/2015 - 04/20/2018
PNC INVESTMENTS (MOORESTOWN NJ)
PA
07/03/2006 - 05/18/2015
TFS SECURITIES, INC. (KING OF PRUSSIA PA)
NJ
11/03/2003 - 06/22/2006
IFMG SECURITIES, INC. (EWING NJ)
MO
07/19/2002 - 10/21/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MD
02/13/2001 - 05/03/2002
THE ADVISORS GROUP, INC. (BETHESDA MD)
NJ
12/05/1996 - 02/06/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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