Unclaimed
Seth Ashby Liskey is a financial advisor with over 18 years of experience in the industry. Seth is currently registered with Newedge Advisors and has been active in the financial industry since January 18, 2005. Seth is a Certified Financial Planner and holds the Series 7, Series 63, and Series 66 securities licenses. Seth's previous employment includes experience with Edward Jones, Raymond James Financial Services, Inc., and Susquehanna Capital Group. Seth specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Seth has a strong focus on providing financial advice to high-net-worth individuals, pension and profit-sharing plans, and corporations or other 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.
Guidance on pension options to ensure a secure financial future.
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
VA
03/15/2024 - Present
Newedge Advisors (Staunton VA)
VA
02/14/2020 - 03/14/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Staunton VA)
VA
04/15/2005 - 02/17/2020
EDWARD JONES (STAUNTON VA)
PA
10/20/2004 - 01/13/2005
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BOTH
Issued 12/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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