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John Joseph Van dalsem

Seia

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About John Joseph Van dalsem

John Joseph Van dalsem is a financial advisor with Seia, a firm with offices in Los Angeles and Newport Beach. John has been working in the financial services industry since 2022 and has experience at OSAIC WEALTH, INC.. John is registered with FINRA and is Series 66 and Series 7 licensed. John specializes in providing financial planning and investment advice to individuals, families, and businesses. John is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service. John's experience and expertise make him a valuable asset to any client seeking financial guidance.

Firm Information

John Van dalsem is currently registered with Seia. Seia is a financial advisory firm based in Los Angeles, California. They offer financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Seia has a total of 103 registered representatives and manages approximately $14.2 billion in assets. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Seia

2121 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$14.21B

Assets Under Management

74

Total Clients

108

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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percentage of assets

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

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John Van dalsem’s Registration & Firm History

CA

02/05/2024 - Present

Seia (LOS ANGELES CA)

CA

12/08/2022 - 07/27/2023

OSAIC WEALTH, INC. (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 02/03/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Joseph Van dalsem.
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