Unclaimed
Seth Andrew Myers is a financial advisor with Fidelity Personal and Workplace Advisors. Seth has been in the financial industry since September 1, 2016 and is registered in 45 states and the District of Columbia. Seth holds the Series 66, Series 7, Series 9, Series 10, and SIE licenses. Seth is also a Certified Financial Planner. Fidelity Personal and Workplace Advisors is a large financial firm with over 14,000 investment advisor representatives and over $818 billion in assets under management. The firm offers a wide range of financial services, including financial planning, portfolio management, and educational seminars.
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.
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.
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2
NC
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (GASTONIA NC)
BOTH
Issued 09/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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