Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seymour? Claim Your ProfileSeymour Slatkin is an investment advisor representative with Steward Partners Investment Advisory, LLC, based in New York. He has been in the industry since 2001 and has been registered with the firm since 2018. Seymour Slatkin specializes in providing financial consulting, financial planning and pension consulting services to individuals, charitable organizations, and corporations. He is registered to provide investment advisory services in Florida, Louisiana, Maryland, New Jersey and Texas. Seymour Slatkin previously worked at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, 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.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
03/15/2018 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
FL
03/15/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
MD
12/01/2006 - 03/16/2018
WELLS FARGO CLEARING SERVICES, LLC (ROCKVILLE MD)
DC
11/09/2001 - 12/05/2006
A. G. EDWARDS & SONS, INC. (WASHINGTON DC)
BOTH
Issued 12/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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