Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tricia? Claim Your ProfileTricia Seitelbach-green is a financial advisor at LPL Financial LLC with over 20 years of experience in the financial services industry. She has a strong understanding of the investment markets and a commitment to providing personalized financial advice to her clients. Tricia has worked with a variety of clients, including individuals, families, businesses, and retirement plans. She is also a licensed insurance agent and can help clients with their insurance needs. Tricia is committed to helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NE
09/19/2023 - Present
LPL Financial LLC (OMAHA NE)
NE
12/17/2010 - 09/29/2023
PRINCIPAL SECURITIES, INC. (OMAHA NE)
NE
04/13/2010 - 11/16/2010
QA3 FINANCIAL CORP. (OMAHA NE)
NE
12/17/2003 - 10/09/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)
NY
10/21/1994 - 03/13/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/02/1993 - 08/12/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/10/1993 - 09/03/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
BOTH
Issued 05/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/10/1993
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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