Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Keith Seago is a financial advisor with Ameriprise Financial Services, LLC. William has been in the financial services industry since 1999 and has experience working with a variety of clients, including high-net-worth individuals, corporations, trusts and estates, charitable organizations, and pension and profit-sharing plans. William holds both Series 7 and Series 63 licenses and the Series 65 and Series 26 licenses. He is a registered investment advisor in Delaware, Florida, and Texas. William is committed to providing personalized financial advice and guidance to help 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/27/2024 - Present
Ameriprise Financial Services, LLC (Ft Lauderdale FL)
FL
08/22/2014 - 11/03/2023
COMERICA SECURITIES (FT. LAUDERDALE FL)
FL
01/13/2010 - 08/19/2014
LPL FINANCIAL LLC (BOCA RATON FL)
FL
09/18/2008 - 01/06/2010
ALLSTATE FINANCIAL SERVICES, LLC (LGHTHSE POINT FL)
FL
07/02/2007 - 06/11/2008
MBSC SECURITIES CORPORATION (WEST PALM BEACH FL)
FL
12/15/2006 - 07/02/2007
MBSC, LLC (WEST PALM BEACH FL)
MO
02/15/2001 - 11/20/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
05/24/1996 - 02/03/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Seago is the right advisor for you? Invested Better is here to help.
