Unclaimed
Seth Edwin Steele is a registered representative and investment advisor representative at Calamos Advisors LLC. Seth has been in the industry for 10 years. He specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, and Portfolio Management for Businesses. Previously, Seth was employed by MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
04/17/2024 - Present
Calamos Advisors LLC (Naperville IL)
IL
05/04/2021 - 04/29/2022
MORGAN STANLEY (Chicago IL)
OH
11/01/2018 - 03/26/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
BOTH
Issued 01/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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