Unclaimed
Seth Nigel Wilson is a financial advisor with Edward Jones. Seth Wilson has been in the financial industry since January 30, 2017, and holds a Series 66 license. Seth Wilson currently holds registrations with Edward Jones, and previously worked with Ameriprise Financial Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Seth Wilson provides financial planning, pension consulting, and selection of other advisors, and specializes in portfolio management for businesses and individuals.
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.
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.
See schedule d - miscellaneous
1
2
IN
09/07/2024 - Present
Edward Jones (NEW PALESTINE IN)
IN
07/02/2021 - 08/19/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Noblesville IN)
IN
03/15/2019 - 07/06/2021
EDWARD JONES (NOBLESVILLE IN)
IN
01/31/2017 - 03/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
BOTH
Issued 03/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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