Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Perry is an active investment advisor representative with PFS Investments Inc. based in SAN CLEMENTE, CA. Seth holds a Series 63 license, and has been in the industry since 2013. Seth has a proven track record of providing comprehensive financial solutions to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/30/2017 - Present
PFS Investments Inc. (SAN CLEMENTE CA)
WI
01/20/2003 - 12/15/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 01/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Seth Perry is the right advisor for you? Invested Better is here to help.
