Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seymour? Claim Your ProfileSeymour Otis Williams is a financial professional with over 30 years of experience in the financial services industry. Seymour Otis Williams currently works with Lifemark Securities Corp. based in Rochester, NY. Previously, Seymour Otis Williams has held positions at firms including SUNSTREET SECURITIES, LLC, GENWORTH FINANCIAL SECURITIES CORPORATION and C. J. M. PLANNING CORP. Seymour Otis Williams offers a wide range of financial planning services, including financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your 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.
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
NY
10/07/2021 - Present
Lifemark Securities Corp. (Pearl River NY)
NY
10/29/2010 - 10/07/2021
SUNSTREET SECURITIES, LLC (NEW YORK NY)
NY
10/24/2005 - 08/12/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (NEW YORK NY)
NJ
05/14/2004 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
MA
12/01/2003 - 04/27/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/01/2003 - 04/27/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
05/27/2003 - 12/04/2003
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NY
04/10/1997 - 02/06/2003
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
04/03/1991 - 04/09/1997
JARON EQUITIES CORP. (HICKSVILLE NY)
NA
06/21/1988 - 06/19/1992
GLOBAL CAPITAL SECURITIES, INC.
NY
06/06/1988 - 06/23/1988
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
04/19/1988 - 05/24/1988
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 10/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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