Unclaimed
Seth Daniel Church is a financial advisor with over 4 years of experience in the financial services industry. Seth has a Series 7TO, Series 66, and SIE licenses. Seth currently works for Cambridge Investment Research Advisors, Inc. Seth specializes in providing financial planning, portfolio management, and pension consulting services to a diverse clientele. Seth has a strong understanding of the financial markets and is dedicated to helping his clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
02/27/2024 - Present
Cambridge Investment Research Advisors, Inc. (Durham NC)
NC
07/08/2020 - 08/18/2021
SECURIAN FINANCIAL SERVICES, INC. (Durham NC)
BOTH
Issued 08/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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