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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 Kell is a financial advisor with over 20 years of experience in the industry. Seth has worked with several firms including Princor Financial Services Corporation, Lincoln Financial Securities Corporation, and currently is an advisor at Great Valley Advisor Group, Inc. and LPL Financial LLC. Seth is a Series 6, 7, 31 and 63 licensed advisor and has a Series 65 license for Investment Advisory work. Seth's experience includes a wide range of investment services for individuals, families, businesses, and retirement plans. Seth also provides financial planning, consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/20/2015 - Present
LPL Financial LLC (GLENMOORE PA)
PA
06/03/2013 - 03/26/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (ABINGTON PA)
PA
08/23/2006 - 04/26/2013
PRINCOR FINANCIAL SERVICES CORPORATION (ABINGTON PA)
VT
06/27/2005 - 12/31/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
CA
12/10/2004 - 04/05/2005
FINANCIAL TELESIS INC (SAN RAFAEL CA)
IA
02/22/2000 - 11/29/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
10/21/1998 - 02/10/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
PA
10/04/1996 - 03/04/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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