Years of Experience
5-20+ Years
SCOTTSDALE, AZ
4 Years Experience
0 Disclosures
ADVISOR BIO
Seth Samuelson is a registered representative with Equitable Advisors, LLC. Seth is a financial advisor with experience in the securities industry. Seth has Series 7TO, Series 66, and SIE licenses. Seth is registered in Arizona, Arkansas, Colorado, New Mexico, and Oregon. Seth is available to help with financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Seth has been in the securities industry since 2020.
SPECIALIZATIONS
SCOTTSDALE, AZ
8 Years Experience
0 Disclosures
ADVISOR BIO
Seth Zudell is a financial advisor with LPL Financial LLC, working out of the Scottsdale, Arizona office. Seth Zudell has been working in the financial services industry since May 12, 2017. Prior to joining LPL Financial, Seth Zudell was a financial advisor with LINCOLN FINANCIAL SECURITIES CORPORATION. Seth Zudell holds a Series 63, Series 65, Series 7TO and SIE license. Seth Zudell's areas of expertise include investments, financial planning, pension consulting, and other non-discretionary advisory services.
SPECIALIZATIONS
SCOTTSDALE, AZ
5 Years Experience
0 Disclosures
ADVISOR BIO
Seth Taylor Mayberry is a financial advisor with MSH Capital Advisors LLC. Seth is registered in 18 states and the District of Columbia. Seth has been in the financial industry for over 3 years and has a strong track record of providing personalized investment advice to individuals and families. Seth specializes in financial planning, portfolio management, and retirement planning. Seth is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
SCOTTSDALE, AZ
3 Years Experience
0 Disclosures
ADVISOR BIO
Seth Micah Lippincott is a financial advisor at United Planners’ Financial Services of America A Limited Partner, a firm with over $1 billion in assets under management. Seth specializes in providing financial planning and portfolio management services to individuals, families, and businesses. He is also licensed to sell non-variable insurance products. Seth is committed to helping clients achieve their financial goals through personalized advice and tailored investment strategies. He holds the Series 7TO, Series 66, and SIE licenses, and is a registered representative in California and Kansas. Seth is also a member of the National Association of Insurance and Financial Advisors (NAIFA).
SPECIALIZATIONS
SCOTTSDALE, AZ
5 Years Experience
0 Disclosures
ADVISOR BIO
Seth Monroe Wilkinson is an investment advisor representative with Vanguard Advisers, Inc., a firm that provides investment advisory services to a wide range of clients, including individuals, businesses, trusts, and charitable organizations. Seth is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry for several years. Seth offers a variety of financial planning and investment advisory services to help clients meet their financial goals.
SPECIALIZATIONS
SCOTTSDALE, AZ
27 Years Experience
1 Disclosures
ADVISOR BIO
Seth Goldberg is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the financial services industry since February 18, 1998. Seth is registered with FINRA (Financial Industry Regulatory Authority) and holds the Series 7, Series 63 and Series 65 licenses. Seth is registered to provide advisory services in 33 states. Seth Goldberg previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
SCOTTSDALE, AZ
0 Disclosures
ADVISOR BIO
Seth David Goldberg is a financial advisor with over 30 years of experience in the industry. He is currently registered with United Capital Financial Advisors in Scottsdale, Arizona. Prior to this, Seth worked with a number of firms including Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc., and SagePoint Financial, Inc. Seth has a broad range of experience in providing financial advice and portfolio management services to individuals, businesses, and charitable organizations. He is committed to providing his clients with personalized financial solutions that meet their unique needs and goals.
SPECIALIZATIONS
Scottsdale, AZ
27 Years Experience
0 Disclosures
ADVISOR BIO
Seth John Degeer is a financial advisor with Vanguard Advisers, Inc. Seth Degeer has been in the financial services industry since June 1998. Seth Degeer's office is located in Scottsdale, AZ. Seth Degeer is licensed in AZ, CO, and TX. Seth Degeer is also a Certified Financial Planner. Seth Degeer provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Seth Degeer also provides selection of other advisors for clients.
SPECIALIZATIONS
SCOTTSDALE, AZ
29 Years Experience
0 Disclosures
ADVISOR BIO
Shadia Joudi-dedecker is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with experience in the financial services industry since December 1995. Shadia is registered with the state of Michigan and Texas. Shadia has previously worked for several financial institutions, including Morgan Stanley, Stifel, Nicolaus & Company, Incorporated, UBS Financial Services Inc., and McDonald Investments Inc. Shadia holds Series 7, 63, and 66 licenses and the SIE exam. Shadia provides investment advisory services to a wide range of clients, including individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
SPECIALIZATIONS
SCOTTSDALE, AZ
8 Years Experience
0 Disclosures
ADVISOR BIO
Shahana McClinton is an experienced financial advisor with a strong background in the securities industry. Shahana has held positions with several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, SagePoint Financial, Inc., FSC Securities Corporation and Woodbury Financial Services, Inc. Shahana currently works with Osaic Wealth, Inc., a firm with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, families, and businesses.
SPECIALIZATIONS