Spencer SeitzCRD Number: 5498280
Current Firm: Ameriprise Financial Services, Inc.
Spencer Seitz (CRD# 5498280) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Wakefield, RI and has over 9 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
|Ameriprise Financial Services, Inc.||Wakefield, RI||Apr 2008 - Current||9|
|Banner Buick||South Kingstown, RI||Oct 1990 - Current||26|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV