Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seymour? Claim Your ProfileSeymour Zises is an investment advisor representative at Family Management Corp., a firm that has been providing advisory services since 1975. Seymour's career spans over 47 years, and he has a strong background in the financial industry, including experience with both retail and institutional clients. Seymour has served as an insurance agent with Forest Hill Capital Corp. since 1989 and has a proven track record of success in the financial industry. Seymour holds the Series 63, 65, and 24 licenses, as well as the SIE, Series 7, and Series 1 licenses. Seymour specializes in providing financial planning, portfolio management, and other related services to individuals, businesses, and pooled investment vehicles. Seymour also serves as a general partner to investment funds that are exempt from registration under the Investment Advisers Act of 1940.
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.
Serves as general partner to investment funds that are exempt from registration under the investment advisers act 1940.
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
03/01/2007 - Present
Family Management Corp. (NEW YORK NY)
NY
09/01/1989 - 06/04/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
12/09/1975 - 09/07/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 11/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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