Unclaimed
Seth Kovensky is a financial advisor with LPL Financial LLC. Seth has been in the financial services industry for over 20 years, and has held various roles at different firms. Seth is registered to provide investment advice in 24 states and has a broad range of experience in providing financial advice and services. Seth is a Certified Financial Planner™ professional and is passionate about helping clients achieve their financial goals.
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.
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2
GA
07/11/2011 - Present
LPL Financial LLC (SAVANNAH GA)
GA
08/11/2006 - 07/11/2011
SECURITIES AMERICA, INC. (SAVANNAH GA)
GA
12/04/1998 - 09/05/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (SAVANNAH GA)
IA
Issued 03/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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