Unclaimed
Seth Hendrix Immediato is a registered investment advisor representative with Ameriprise Financial Services, LLC. Seth is licensed in Delaware. Seth has been in the securities industry since September 13, 2023. Seth has passed the Series 66, Series 7TO and SIE exams. Seth specializes in various financial planning services, including financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Seth is based in Wilmington, DE and has several years of experience in the financial services industry.
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.
Asset allocation services
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
DE
06/24/2024 - Present
Ameriprise Financial Services, LLC (Wilmington DE)
BOTH
Issued 06/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Seth Immediato is the right advisor for you? Invested Better is here to help.