Unclaimed
Seth McClellan is a financial advisor with Cetera Investment Advisers LLC. Seth has been in the financial industry since March 2010 and has worked for several other firms including First Allied Securities, Inc., Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., Girard Securities, Inc., Investors Capital Corp., VSR Financial Services, Inc., Financial Network Investment Corporation, and Multi-Financial Securities Corporation. Seth specializes in retirement planning, investment management, and financial planning.
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.
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.
1
2
IA
03/21/2024 - Present
Cetera Investment Advisers LLC (WEST DES MOINES IA)
IA
12/13/2016 - 06/14/2022
FIRST ALLIED SECURITIES, INC. (W Des Moines IA)
IA
05/11/2012 - 06/14/2022
CETERA FINANCIAL SPECIALISTS LLC (W DES MOINES IA)
IA
10/11/2011 - 06/14/2022
CETERA ADVISOR NETWORKS LLC (W DES MOINES IA)
IA
07/10/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (W Des Moines IA)
IA
07/10/2015 - 11/02/2017
GIRARD SECURITIES, INC. (W DES MOINES IA)
IA
07/10/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (WEST DES MOINES IA)
IA
07/10/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (West Des Moines IA)
IA
03/09/2009 - 10/05/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (DES MOINES IA)
IA
03/09/2009 - 10/05/2010
MULTI-FINANCIAL SECURITIES CORPORATION (DES MOINES IA)
CT
03/09/2009 - 02/01/2010
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
BOTH
Issued 7/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/7/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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