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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Krussman is an investment advisor representative with Osaic Wealth, Inc. located in Hillsboro, OR. Seth has been in the financial services industry since 2011. Seth holds Series 63, 65, 7 and SIE securities licenses. Seth is also registered as an investment advisor representative in Arizona, California, Hawaii, Massachusetts, New Hampshire, New York, North Carolina, Oregon and Washington. Seth has a strong background in financial planning and portfolio management and specializes in working with high-net-worth individuals, corporations, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
09/01/2023 - Present
Osaic Wealth, Inc. (HILLSBORO OR)
OR
06/24/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HILLSBORO OR)
OR
07/14/2014 - 06/24/2015
QUESTAR CAPITAL CORPORATION (HILLSBORO OR)
OR
10/11/2011 - 10/09/2013
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
OR
08/12/2009 - 10/28/2009
BLACK ROSE EQUITY MANAGEMENT LLC (PORTLAND OR)
OR
07/30/2008 - 12/03/2008
PHILLIPS & COMPANY (PORTLAND OR)
BC
Issued 08/05/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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