Unclaimed
Seth Austin Cranfill is a financial advisor registered with Fidelity Personal And Workplace Advisors. Seth Austin Cranfill is a Certified Financial Planner with over eight years of experience in the financial services industry. Prior to joining Fidelity Personal And Workplace Advisors, Seth Austin Cranfill worked at Thrivent Investment Management Inc. and Vanguard Marketing Corporation. Seth Austin Cranfill holds the Series 63, Series 7, and SIE licenses. Seth Austin Cranfill is registered to provide investment advice in 24 states.
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
FL
07/08/2022 - Present
Fidelity Personal AND Workplace Advisors (BOCA RATON FL)
FL
04/04/2019 - 06/07/2019
THRIVENT INVESTMENT MANAGEMENT INC. (Fort Lauderdale FL)
NC
04/04/2016 - 02/11/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 03/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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