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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 Bassoff is a financial advisor with Ameriprise Financial Services, LLC. Seth has been in the industry since 1998 and is registered with the state of Florida and Texas. He has experience working with various clients, including high-net-worth individuals, corporations, trusts, and pension plans. Seth has a broad range of experience in financial planning, portfolio management, and asset allocation services. Seth also holds various licenses and certifications, including Series 7, Series 10, Series 31, Series 63, and Series 65.
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.
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2
FL
05/25/2023 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
FL
06/01/2009 - 12/05/2011
MORGAN STANLEY SMITH BARNEY (AVENTURA FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (AVENTURA FL)
FL
08/01/2001 - 04/02/2007
MORGAN STANLEY DW INC. (AVENTURA FL)
NY
03/28/2001 - 08/01/2001
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
NY
11/21/1997 - 07/28/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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