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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Alan Gusman is a financial advisor registered with Edelman Financial Engines and has been in the industry since 1998. Seth has worked with a variety of financial institutions throughout their career, including T. Rowe Price Investment Services, Inc. He is licensed to provide investment advice in Maryland and holds several professional licenses and designations. Seth's experience and expertise allow him to provide a wide range of financial services to his clients, including financial planning, portfolio management, and retirement planning.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MD
06/06/2020 - Present
Edelman Financial Engines (ELLICOTT CITY MD)
MD
05/29/2002 - 10/09/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NY
05/03/2000 - 04/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
09/25/1998 - 05/11/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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