Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Wernick is an Investment Advisor Representative with Liquid Strategies, LLC. Seth is registered with the state of Georgia. Seth has been in the industry since 2021 and has experience with Morgan Stanley and E*TRADE Securities LLC. Seth's registrations include Series 66, Series 7TO and SIE. Liquid Strategies, LLC is a firm that provides investment advisory services to a variety of clients. Their services include Portfolio Management for Individuals and Portfolio Management for Investment Companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub advisor for other investment advisora
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.
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GA
05/09/2024 - Present
Liquid Strategies, LLC (ATLANTA GA)
GA
01/12/2023 - 03/24/2023
MORGAN STANLEY (Atlanta GA)
GA
02/11/2022 - 03/24/2023
E*TRADE SECURITIES LLC (Atlanta GA)
BOTH
Issued 05/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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