Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Richard Peritzman is a financial advisor registered with Edward Jones. Seth has been in the industry since 1987 and has a wide range of experience in providing financial advice. Seth is currently registered with the state of Colorado as a registered representative and investment advisor representative. Seth is also registered with the state of Texas as a registered representative and investment advisor representative.
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
CO
06/04/2019 - Present
Edward Jones (DENVER CO)
CO
09/29/2000 - 06/03/2019
FIRST ALLIED SECURITIES, INC. (DENVER CO)
CO
06/13/1995 - 10/26/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
CO
01/11/1995 - 06/14/1995
GILBERT MARSHALL & COMPANY (GREELEY CO)
CO
11/13/1991 - 01/11/1995
ROCKY MOUNTAIN SECURITIES & INVESTMENTS, INC. (DENVER CO)
CO
01/31/1990 - 10/24/1991
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
CO
03/09/1989 - 02/03/1990
MALONE & ASSOCIATES, INC. (DENVER CO)
NA
02/01/1989 - 04/06/1989
SPRUNG & WISE SECURITIES, INC.
NA
08/13/1988 - 02/08/1989
POWER SECURITIES CORPORATION
NA
08/10/1988 - 08/29/1988
MADISON CHAPIN ASSOCS., INC.
NA
11/25/1987 - 07/26/1988
F.D. ROBERTS SECURITIES, INC.
IA
Issued 08/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
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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