Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Zudell is a financial advisor with LPL Financial LLC, working out of the Scottsdale, Arizona office. Seth Zudell has been working in the financial services industry since May 12, 2017. Prior to joining LPL Financial, Seth Zudell was a financial advisor with LINCOLN FINANCIAL SECURITIES CORPORATION. Seth Zudell holds a Series 63, Series 65, Series 7TO and SIE license. Seth Zudell's areas of expertise include investments, financial planning, pension 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.
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AZ
05/28/2024 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
06/02/2021 - 05/20/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (Scottsdale AZ)
BC
Issued 04/03/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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