Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Waltman is an investment advisor representative with Eudaimonia Partners, LLC and Kingswood Wealth Advisors, LLC. Seth has been working in the financial services industry since 2003 and is licensed in Georgia, California, North Carolina, Texas and Virginia. Seth holds Series 7 and Series 63 licenses, as well as Series 65. Seth is a board member of the St. Mary's Hospital Foundation and also serves as a triathlon coach. Seth provides financial services to individuals and families and offers financial planning and portfolio management services. Seth has a strong track record of success in the financial services industry and is committed to providing his clients 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.
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.
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2
GA
09/15/2016 - Present
Eudaimonia Partners, LLC (Athens GA)
GA
02/14/2011 - 09/14/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ATHENS GA)
GA
06/01/2009 - 02/10/2011
MORGAN STANLEY SMITH BARNEY (ATHENS GA)
GA
06/23/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATHENS GA)
GA
11/06/2003 - 06/29/2006
EDWARD JONES (ATHENS GA)
MA
08/20/2003 - 10/03/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/20/2003 - 10/03/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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