Unclaimed
Sean German is a financial advisor with over 15 years of experience in the financial services industry. Sean is currently registered with Lord, Abbett & Co. LLC and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, J.P. Morgan Securities Inc. and Joseph Stevens & Company, Inc.. Sean specializes in providing portfolio management services to individuals, businesses, investment companies and pooled investment vehicles. Sean is also an active member of the financial services community and is committed to providing his clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
03/13/2012 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
NJ
06/01/2009 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (MORGANVILLE NJ)
NJ
11/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)
NY
07/18/2007 - 10/22/2008
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/09/2005 - 07/09/2007
JOSEPH STEVENS & COMPANY, INC. (NEW YORK NY)
BOTH
Issued 03/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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