Bessie Seeley, financial advisor Heathrow FL
93 score

Bessie Seeley

CRD Number: 5378070
Current Firm: Newport Group Securities, Inc.

Bessie Seeley (CRD# 5378070) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
The Newport Group, Inc. Heathrow, FL Sep 2014 - Current 2
Newport Group Securities, Inc. Heathrow, FL Sep 2014 - Current 2
Miller Russell Associates Phoenix, AZ May 2014 - Sep 2014 < 1
The Newport Group, Inc. Heathrow, FL Mar 2005 - May 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Bessie J. Seeley
Phone Number: 407-333-2905
Registered State(s):
  • CA
  • FL
  • IN
  • MD
  • MI
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    23,100
    MILLIONS
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $137,500,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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