Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Seeman is a financial advisor with over 37 years of experience in the financial services industry. He currently works at Benjamin F. Edwards & Company, Inc. Jeffrey is registered to provide investment advice and securities brokerage services in Arizona, Minnesota, and Texas. Jeffrey has previously worked at Colliers Securities LLC, Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., Miller Johnson Steichen Kinnard, Inc., Norwest Investment Services, Inc., Prudential Securities Incorporated, Dain Bosworth Incorporated, Smith Barney, Harris Upham & Co., Incorporated, Oppenheimer & Co., Inc., and Paine Webber Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
07/10/2024 - Present
Benjamin F. Edwards & Company, Inc. (Scottsdale AZ)
MN
01/24/2012 - 07/11/2024
COLLIERS SECURITIES LLC (MINNEAPOLIS MN)
MN
01/01/2008 - 01/26/2012
WELLS FARGO ADVISORS, LLC (MINNETONKA MN)
MN
05/21/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MINNETONKA MN)
MN
07/31/1999 - 05/22/2002
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
04/12/1995 - 08/27/1999
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NY
10/19/1992 - 04/07/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/25/1990 - 10/13/1992
DAIN BOSWORTH INCORPORATED
NY
06/19/1990 - 06/19/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
04/03/1989 - 03/05/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
07/23/1986 - 04/12/1989
PAINEWEBBER INCORPORATED
IA
Issued 12/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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