Unclaimed
Seth Andrew Bennett is a financial advisor at Tiaa-cref Individual & Institutional Services, LLC. Seth has been in the financial services industry since 2008. He has a Series 6, 7, 63 and 65 license and is registered in Georgia, Maryland, North Carolina, Pennsylvania, South Carolina and Tennessee. Seth has experience working at several firms including T. Rowe Price Investment Services, Inc., Mutual of America Life Insurance Company and Mutual of America Securities LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
SC
02/07/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Charleston SC)
MD
06/12/2020 - 01/10/2023
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
01/12/2015 - 04/25/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BALTIMORE MD)
MD
08/13/2014 - 12/18/2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ROCKVILLE MD)
MD
08/13/2014 - 12/18/2014
MUTUAL OF AMERICA SECURITIES LLC (ROCKVILLE MD)
DC
09/24/2008 - 09/03/2014
ICMA-RC SERVICES, LLC (WASHINGTON DC)
IA
Issued 11/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Seth Bennett is the right advisor for you? Invested Better is here to help.