Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Jay Seitz is a financial advisor in Richland, WA. Seitz has been in the financial services industry since 1994 and is currently registered with LPL Financial LLC. Seitz has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Seitz holds Series 63, 65, 7 and SIE licenses, along with registrations in multiple states.
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
WA
05/24/2023 - Present
LPL Financial LLC (RICHLAND WA)
WA
05/18/2018 - 05/23/2023
KESTRA INVESTMENT SERVICES, LLC (RICHLAND WA)
WA
05/01/2014 - 05/29/2018
LPL FINANCIAL LLC (RICHLAND WA)
WA
03/07/2012 - 05/03/2014
CETERA ADVISORS LLC (RICHLAND WA)
WA
01/23/2008 - 03/12/2012
KOVACK SECURITIES INC. (RICHLAND WA)
WA
04/21/1994 - 12/12/2007
EDWARD JONES (RICHLAND WA)
IA
Issued 10/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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