Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Seewald is an investment advisor representative with over 17 years of experience in the financial services industry. Jeffrey has worked with various financial institutions including UBS Financial Services Inc., Citigroup Global Markets Inc., and Capital One Investing, LLC. Jeffrey currently works with Osaic Wealth, Inc. Jeffrey is registered to provide financial advice in multiple states and holds several industry licenses and certifications including Series 6, 7, 63, and 65. Jeffrey has a strong track record of providing financial planning, portfolio management, and pension consulting services to individual and institutional clients. Jeffrey is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
1
2
FL
09/16/2024 - Present
Osaic Wealth, Inc. (CLERMONT FL)
NY
11/19/2018 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (LYNBROOK NY)
NY
01/02/2015 - 03/13/2018
CAPITAL ONE INVESTING, LLC (LYNBROOK NY)
NY
01/20/2012 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (LYNBROOK NY)
NY
01/15/2010 - 01/20/2012
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
05/29/2007 - 01/27/2010
CITIGROUP GLOBAL MARKETS INC. (COMMACK NY)
NY
12/11/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (HEWLETT NY)
IA
Issued 04/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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