Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Tesoro is a financial advisor with LPL Financial LLC. Sean is a registered representative with the state of Massachusetts and Texas. Sean has been working in the financial industry since 1997. Sean has a variety of experience in the financial industry, having worked with Colonial Brokerage, Inc., MML Distributors, LLC, Tower Square Securities, Inc., AFD, Inc., Sun Life of Canada (U.S.) Distributors, Inc., and Putnam Mutual Funds Corp. Sean currently provides financial planning, consulting, and other non-discretionary advisory services to clients in the state of Massachusetts 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.
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
MA
10/12/2022 - Present
LPL Financial LLC (SALEM MA)
AL
05/19/2004 - 12/14/2007
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
MA
01/28/2003 - 06/25/2004
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CA
04/17/2002 - 12/04/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IL
03/12/2001 - 11/15/2001
AFD, INC. (NORTHBROOK IL)
MA
05/08/1998 - 02/27/2001
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
01/30/1995 - 05/29/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 08/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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