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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 John Buckley is an Investment Advisor Representative, a licensed broker and a financial advisor, who has been in the industry for over 30 years. Seth is a Certified Financial Planner and his expertise lies in Financial Planning, Portfolio Management for Individuals, Businesses and Investment Companies as well as Pension Consulting and Selection of Other Advisers. Seth John Buckley currently works at Valmark Advisers, Inc.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
MA
05/26/2022 - Present
Valmark Advisers, Inc. (Hingham MA)
MA
04/24/2014 - 09/08/2017
M HOLDINGS SECURITIES, INC. (SOUTHBOROUGH MA)
TN
02/11/2010 - 04/07/2014
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
MA
10/23/2009 - 11/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/22/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CA
08/16/2000 - 11/10/2003
EPLANNING SECURITIES, INC. (ROSEVILLE CA)
MA
02/15/2002 - 08/28/2002
WILLIAM GALLAGHER ASSOCIATES INVESTMENT SERVICES GROUP, INC. (BOSTON MA)
ND
08/18/1999 - 06/27/2000
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
WI
04/26/1993 - 03/30/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
04/26/1993 - 03/30/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
10/27/1992 - 02/05/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
11/13/1991 - 08/18/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/13/1991 - 08/18/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CT
05/21/1990 - 11/05/1991
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
10/30/1987 - 11/30/1988
FIRST ALBANY CORPORATION
IA
Issued 08/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/17/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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