Unclaimed
Jennifer Seaton is an investment advisor representative with Equitable Advisors, LLC in Portsmouth, NH. Jennifer has been in the financial services industry since 2013. Jennifer has been registered with Equitable Advisors, LLC since May 2020. Jennifer holds Series 63, 66, 7, 9 and 10 licenses and holds registrations in 51 states. Prior to joining Equitable Advisors, LLC, Jennifer was employed by Morgan Stanley, Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Jennifer specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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
NH
09/13/2023 - Present
Equitable Advisors, LLC (PORTSMOUTH NH)
NH
11/05/2018 - 06/03/2019
MORGAN STANLEY (MANCHESTER NH)
NH
09/28/2015 - 08/16/2018
CHARLES SCHWAB & CO., INC. (MANCHESTER NH)
NH
06/17/2013 - 07/08/2014
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 08/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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