Principal Securities, Inc
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About this Advisor
Seth Morsey is a financial advisor operating out of Roseville, California, who has been in the advisory business for 11 years. Morsey is currently employed by Principal Securities, Inc. Morsey has gained experience at Bankers Life And Casualty, Principal Life Ins Co, Princor Financial Services Corp and Principal Life Insurance. Morsey maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Principal Securities, Inc is a business that has its headquarters in Roseville, California. The firm has offices in 350 locations and a total of 1,603 employees. It oversees $6 billion in assets between its 31,797 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 30 charities and foundations. Of its 31,797 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically depend on which services are provided. Fee types billed by Principal Securities, Inc can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Principal Securities, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Seth Morsey Work History
Seth has 12 years of experience.
Principal Life Insurance
Princor Financial Services Corp
Principal Life Ins Co
Bankers Life And Casualty
Seth Morsey has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Principal Securities, Inc
Walnut Creek, CA