Unclaimed
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.
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.
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.
1
2
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)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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