Jeffrey SeitzCRD Number: 1918201
Current Firm: American Portfolios Advisors, Inc.
Jeffrey Seitz (CRD# 1918201) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 21 years of experience in the finance industry.
American Portfolios Advisors, Inc.
Scholtz & Co
Royal Alliance Associates, Inc.
|American Portfolios Financial Services, Inc.||Hauppauge, NY||Jan 2013 - Current||5|
|Nestegg Advisors, Inc.||Hauppauage, NY||Dec 2012 - Current||5|
|Unemployed||Huntington Station, NY||Jul 2012 - Dec 2012||< 1|
|Advisors Asset Management, Inc.||Monument, CO||Jan 2011 - Jul 2012||1|
|Td Ameritrade||Jersey City, NJ||Jul 2010 - Jan 2011||< 1|
|Informa Investment Solutions||White Plains, NY||Jun 2010 - Jul 2010||< 1|
|Advisors Asset Management, Inc.||Melville, NY||Feb 2006 - May 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1996|
|S65||NASAA Investment Advisors Law Examination||Sep 2000|
Total Assets Under Management3,158MILLIONS
Total Number of Accounts17,315ACCOUNTS
Average Account Value$182,412
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Publication of periodicals or newsletters
- 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, VT, WA, WI, WV, WY