Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seng? Claim Your ProfileSeng Veun Saechao is a financial advisor with Buckingham Strategic Partners, LLC. Seng has been in the financial services industry since 2006, working with various firms such as Foreside Financial Services, LLC, Loring Ward Securities Inc., and HD Vest Investment Services. Seng's previous experience is in California. Seng has extensive experience in the financial services industry and is licensed in the state of California. Seng Veun Saechao specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, businesses, pension plans, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
12/13/2018 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
CA
10/29/2018 - 09/03/2020
FORESIDE FINANCIAL SERVICES, LLC (San Jose CA)
CA
02/22/2018 - 10/29/2018
LORING WARD SECURITIES INC. (San Jose CA)
CA
10/18/2017 - 03/02/2018
HD VEST INVESTMENT SERVICES (SAN JOSE CA)
CA
07/09/2014 - 08/31/2017
SCF SECURITIES, INC. (FRESNO CA)
CA
11/24/2006 - 03/31/2014
LORING WARD SECURITIES INC. (SAN JOSE CA)
BOTH
Issued 04/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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