Kerstin Driscoll-Witt (CRD# 4520472) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 12 years of experience in the finance industry.
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
CRD# 4286870
Lesko Securities, Inc.
CRD# 6348734
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| S.e.e.d. Planning Group, LLC | Binghamton, NY | Jan 2019 - Current | 5 |
| Fidelity Brokerage Services LLC | Smithfield, RI | Apr 2016 - Jan 2019 | 2 |
| Fidelity Investments | Smithfield, RI | Mar 2016 - Jan 2019 | 2 |
| Stephen Feehan | Binghamton, NY | Mar 2011 - Mar 2016 | 5 |
| Northwestern Mutual Investment Services, LLC | Binghamton, NY | Mar 2011 - Mar 2016 | 5 |
| Biorx | Cincinnati, OH | Feb 2008 - Mar 2016 | 8 |
| Feehan Financial Services | Binghamton, NY | Mar 2001 - Mar 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
- NY
-
Total Assets Under Management423MILLIONS
-
Total Number of Accounts1,709ACCOUNTS
-
Average Account Value$247,488
- 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
- Pension consulting services
- Other
CT, FL, MA, NC, NY, OH, OR, PA, SC, TN, TX, VA
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