Unclaimed
Seth Meisler is a financial advisor at Prosperity Capital Advisors. Seth has been in the financial industry for over a decade and holds a variety of licenses and certifications, including Series 7, 66, and 27. Seth is a Certified Financial Planner and a Chartered Financial Analyst. Seth is a dedicated professional committed to providing personalized financial advice to individuals, families, and businesses.
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.
1
2
OH
12/26/2023 - Present
Prosperity Capital Advisors (WESTLAKE OH)
MN
05/15/2017 - 01/24/2022
PRIVATE CLIENT SERVICES, LLC (St. Louis Park MN)
MN
02/03/2010 - 05/16/2017
CETERA ADVISOR NETWORKS LLC (ST LOUIS PARK MN)
BOTH
Issued 04/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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