Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Blanton is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Seth has been in the industry since 2007 and is licensed in multiple states including California, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. Seth has experience in various investment advisory services including portfolio management for individuals and businesses, pension consulting, and educational seminars. Seth previously worked with Truist Investment Services, Inc. and Wells Fargo Advisors, LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VA
08/27/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILLIAMSBURG VA)
VA
03/08/2016 - 08/27/2021
TRUIST INVESTMENT SERVICES, INC. (GRAFTON VA)
VA
01/10/2007 - 02/24/2016
WELLS FARGO ADVISORS, LLC (YORKTOWN VA)
IA
Issued 04/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Seth Blanton is the right advisor for you? Invested Better is here to help.
