linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Eric Seel

Capital Synergy Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Eric Seel

John Eric Seel is an investment advisor representative with Capital Synergy Partners. John has been in the industry since January 1988, and his current registrations include Arizona, California, Florida, and Pennsylvania. John is a Certified Financial Planner and is registered as an Investment Advisor Representative in the state of California. John has a current Series 6, Series 63, and Series 65 licenses. John's previous experience includes roles at FINANCIAL WEST GROUP and PRUCO SECURITIES, LLC. John's specializations include retirement planning, investment advisory services and insurance products.

Firm Information

John Seel is currently registered with Capital Synergy Partners. Capital Synergy Partners is a corporation formed in 1999 and registered with the SEC and in all 50 states. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $89.1 million in assets for 386 clients.

$89.11M

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Csp receives third party referral, selection & monitoring fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Seel’s Registration & Firm History

CA

07/06/2022 - Present

Capital Synergy Partners (IRVINE CA)

CA

07/11/2005 - 12/31/2011

FINANCIAL WEST GROUP (TORRANCE CA)

NJ

01/12/1988 - 08/04/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

Not sure if John Eric Seel is right for you?

Licenses & Designations

BC

Issued 02/24/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/22/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for John Eric Seel. Review regulatory record here.
Not sure if John Eric Seel is right for you?