Unclaimed
Seth Bittner is a financial advisor at Ethos Financial Group, LLC, a firm located in King of Prussia, Pennsylvania. Seth has been working in the financial industry since March 20, 2006, and holds the following licenses: Series 6, Series 7, Series 63, and Series 65. Seth provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
09/07/2023 - Present
Ethos Financial Group, LLC (KING OF PRUSSIA PA)
GA
12/07/2017 - 11/02/2020
MERCAP SECURITIES, LLC (ATLANTA GA)
PA
05/12/2010 - 11/10/2017
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
PA
09/01/2009 - 04/16/2010
METLIFE SECURITIES INC. (LANSDALE PA)
PA
03/05/2007 - 09/01/2009
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
PA
02/23/2006 - 03/09/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
IA
Issued 05/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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