Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Wheatley Ollice is a financial advisor at LPL Financial LLC, a large financial services company with over $50 billion in assets under management. Seth has been working in the industry for over seven years. Seth has a combined State Series 66 license, a Series 7TO license and a SIE license, indicating their ability to provide investment advice and trade securities. Seth's primary focus is on providing financial planning and portfolio management services to individuals, businesses and institutions. Seth can work with both high net worth individuals and individuals with a more modest portfolio. Seth also offers other advisory services including consulting and other non-discretionary services. Seth's clients include charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals.
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.
Consulting and other non-discretionary advisory services
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.
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CA
08/12/2022 - Present
LPL Financial LLC (SANTA MARIA CA)
BOTH
Issued 08/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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