Invested Better
Unclaimed

Unclaimed

Unclaimed

Seth Zachary Poirier

Truist Investment Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Seth? Claim Your Profile

About Seth Zachary Poirier

Seth Poirier is a financial advisor currently registered with Truist Investment Services, Inc. Seth has been in the financial services industry for over 10 years. His previous employers include BB&T Securities, LLC, Citigroup Global Markets Inc. and LPL Financial LLC. Seth has passed the Series 7 and Securities Industry Essentials Exam.

Firm Information

Seth Poirier is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Seth Poirier’s Registration & Firm History

NC

02/17/2021 - Present

Truist Investment Services, Inc. (CHARLOTTE NC)

NC

05/14/2018 - 02/17/2021

BB&T SECURITIES, LLC (CHARLOTTE NC)

NY

02/03/2015 - 10/06/2016

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NC

12/14/2010 - 12/26/2014

LPL FINANCIAL LLC (CHARLOTTE NC)

Not sure if Seth Zachary Poirier is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Seth Zachary Poirier.
Not sure if Seth Zachary Poirier is right for you?