Unclaimed
Seth Paul Schafersman is an Investment Advisor Representative associated with Fisher Investments. Seth has been in the industry since 2014 and is registered with the state of Texas. Seth has passed the Series 65 exam, also known as the Uniform Investment Adviser Law Examination. Seth has experience with several companies, including TD Ameritrade, University of Nebraska - Admissions, University of Nebraska - CREC, Fisher Investments, and FISERV. Seth is specialized in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Portfolio assessment
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.
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.
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TX
07/20/2018 - Present
Fisher Investments (PLANO TX)
IA
Issued 11/22/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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