Seth FinkelsteinCRD Number: 5067083
Current Firm: Ic Advisory Services, Inc.
Seth Finkelstein (CRD# 5067083) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 15 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|The Investment Center Inc.||Rochelle Park, NJ||Jul 2016 - Current||5|
|Ic Advisory Services, Inc.||Rochelle Park, NJ||Jul 2016 - Current||5|
|Ameriprise Financial Services Inc.||Saddle Brook, NJ||May 2010 - Jul 2016||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management1,660MILLIONS
Total Number of Accounts5,156ACCOUNTS
Average Account Value$321,996
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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