Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yancey? Claim Your ProfileYancey Seitz is an investment advisor representative with Greenfield Seitz Capital Management, LLC in Dallas, Texas. Yancey has been in the financial services industry since 1987. Yancey is registered to provide investment advisory services in Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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TX
11/09/2009 - Present
Greenfield Seitz Capital Management, LLC (DALLAS TX)
TX
03/24/2005 - 09/15/2009
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
NY
03/25/1987 - 03/29/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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