Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seymour? Claim Your ProfileSeymour Robert Slatkin is a financial advisor currently registered with Steward Partners Investment Advisory, LLC and has been in the industry since November 8, 2001. Seymour has experience working with various clients including high net worth individuals, corporations or other businesses, individuals other than high net worth, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Seymour Robert Slatkin is also registered as an Investment Advisor Representative in several states including Florida, Louisiana, Maryland, New Jersey, and Texas. Seymour holds the Series 7, Series 31, Series 66, and SIE licenses. Prior to joining Steward Partners Investment Advisory, LLC Seymour worked for Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, and A. G. Edwards & Sons, Inc. Seymour's current firm, Steward Partners Investment Advisory, LLC, is a Registered Investment Advisor with a main office in New York, NY. Steward Partners Investment Advisory, LLC, provides financial planning, pension consulting, and portfolio management for 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.
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.
1
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 12/6/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/8/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Seymour Slatkin is the right advisor for you? Invested Better is here to help.
