Unclaimed
Seth Deuman is a financial advisor at Edward Jones, a firm with over $1 trillion in assets under management. Seth has been a registered representative for over 2 years and has experience in securities and investment advisory services. Seth is licensed in Texas and Wisconsin and has obtained the Series 66, 7, and SIE exams. Seth focuses on individual and business clients providing financial planning, investment management, and retirement planning services.
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.
See schedule d - miscellaneous
1
2
WI
03/22/2023 - Present
Edward Jones (GREEN BAY WI)
BOTH
Issued 03/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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