Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Stretch is a financial advisor at PFS Investments Inc. in West Chester, Ohio. Sean has been in the financial industry since August 1, 2017 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Sean is a registered representative and a Series 24 principal, and holds Series 7, 6, and 63 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/14/2023 - Present
PFS Investments Inc. (WEST CHESTER OH)
KY
01/21/2021 - 11/11/2021
PFS INVESTMENTS INC. (FLORENCE KY)
OH
07/25/2017 - 02/05/2019
AMERITAS INVESTMENT CORP. (CINCINNATI OH)
OH
05/23/2011 - 04/30/2015
PROEQUITIES, INC. (CINCINNATI OH)
BC
Issued 12/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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