Unclaimed
Tj Setro is an investment advisor representative with BFC Planning, Inc.. Tj Setro is also a registered investment advisor. Tj Setro has been in the securities industry since November 17, 1985. Tj Setro has been registered with BFC Planning, Inc. since November 21, 2013. Tj Setro previously worked at Raymond James Financial Services, Inc., SunAmerica Securities, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Tj Setro holds the following securities licenses: Series 6, Series 7, Series 63, Series 65 and Series 24.
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.
Solicitor fee
1
2
SC
11/21/2013 - Present
BFC Planning, Inc. (SPARTANBURG SC)
SC
05/18/1999 - 12/10/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (SPARTANBURG SC)
AZ
06/05/1995 - 05/18/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
11/18/1985 - 06/16/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/18/1985 - 06/16/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/20/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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