Unclaimed
Seth Gasick is a financial professional with over seven years of experience in the financial services industry. Seth Gasick is currently registered with Crossmark Global Investments, Inc. Seth Gasick has been a registered representative with Crossmark Global Investments, Inc. since August 2023. Prior to joining Crossmark Global Investments, Inc., Seth Gasick worked at VOYA INVESTMENTS DISTRIBUTOR, LLC, PROVASI CAPITAL PARTNERS LP, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Seth Gasick has a Series 7, Series 63, Series 65, and SIE license. Seth Gasick provides portfolio management services to businesses, individuals, and investment companies. Seth Gasick is also an Investment Advisor Representative in Texas and Tennessee.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
TX
08/21/2023 - Present
Crossmark Global Investments, Inc. (HOUSTON TX)
AZ
02/26/2018 - 03/06/2023
VOYA INVESTMENTS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
TX
03/30/2017 - 02/23/2018
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
TX
12/12/2016 - 03/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
IL
09/22/2015 - 11/14/2016
INTERACTIVE BROKERS LLC (CHICAGO IL)
IA
Issued 04/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Seth Gasick is the right advisor for you? Invested Better is here to help.