Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Seitz is a financial advisor with Fidelity Personal And Workplace Advisors. Jeffrey has been in the industry since 1998 and has a wide range of experience in the financial services industry. Jeffrey has a broad range of experience in helping individuals and businesses with their financial planning needs. Jeffrey has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
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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NY
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (ROSLYN NY)
PA
03/15/2021 - 06/21/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
09/10/2020 - 02/04/2021
PURSHE KAPLAN STERLING INVESTMENTS (Plainview NY)
NY
06/20/2018 - 09/11/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Plainview NY)
NY
01/09/2013 - 06/15/2018
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
01/10/2011 - 07/27/2012
ADVISORS ASSET MANAGEMENT, INC. (MELVILLE NY)
NJ
08/03/2010 - 01/12/2011
TD AMERITRADE, INC. (JERSEY CITY NJ)
NY
02/24/2006 - 06/11/2010
ADVISORS ASSET MANAGEMENT, INC. (MELVILLE NY)
MD
06/17/2004 - 09/16/2005
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
NY
01/05/2004 - 06/02/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
TN
04/25/2003 - 11/25/2003
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
09/26/2002 - 04/25/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/05/2001 - 09/18/2002
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
09/26/1996 - 07/02/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 09/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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