Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sinead? Claim Your ProfileSinead Wasserbach is a financial advisor currently registered with LPL Financial LLC, located in FORT MILL, SC. Sinead has been in the financial services industry since 2017, and has worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Sinead holds Series 66, SIE and Series 7 licenses and has worked in both Pennsylvania and South Carolina.
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.
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2
SC
02/09/2023 - Present
LPL Financial LLC (FORT MILL SC)
NJ
06/14/2022 - 11/30/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
SC
04/26/2019 - 06/22/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
05/12/2016 - 04/27/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BOTH
Issued 10/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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