Unclaimed
Sean Pendrak is a financial advisor at LPL Financial LLC in Halifax, Pennsylvania. Sean has over 9 years of experience in the financial services industry. Sean is registered to provide investment advice in Pennsylvania and Texas, and is also registered to provide securities services in California, Delaware, Florida, Maryland, New Jersey, New York, Pennsylvania, Texas, and Utah. Sean holds the Series 66, Series 7 and SIE licenses. Sean has held previous roles at MML Investors Services, LLC and MSI Financial Services, Inc.. Sean has a strong focus on serving the needs of individuals, families, and businesses, and is committed to providing comprehensive financial planning 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.
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
PA
05/17/2022 - Present
LPL Financial LLC (HALIFAX PA)
PA
03/25/2017 - 06/04/2021
MML INVESTORS SERVICES, LLC (Camp Hill PA)
PA
06/20/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CAMP HILL PA)
PA
08/13/2013 - 11/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMPHILL PA)
BOTH
Issued 11/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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