Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth McNally is a financial advisor at Morgan Stanley. Seth has been in the financial industry since 2006. Seth is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 24, and Series 66 licenses. Seth has experience working with a wide range of clients, including individuals, families, businesses, and institutions. He has a strong track record of providing personalized financial advice and investment management services to his clients. Seth is committed to helping his clients achieve their financial goals and is dedicated to providing them with the highest level of service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NH
04/02/2020 - Present
Morgan Stanley (Manchester NH)
ME
01/20/2015 - 03/07/2019
LPL FINANCIAL LLC (KITTERY ME)
NH
07/15/2010 - 01/20/2015
WELLS FARGO ADVISORS, LLC (PORTSMOUTH NH)
NH
04/07/2008 - 06/26/2009
BANCNORTH INVESTMENT GROUP, INC. (MANCHESTER NH)
NH
09/21/2005 - 03/20/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTSMOUTH NH)
BOTH
Issued 01/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
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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