Scott B. Seidman
Gestionnaire de Portefeuille-Actions chez The Retirement Planning Co. of New England, Inc.
Profil
Mr. Scott B.
Seidman is a Portfolio Manager at The Retirement Planning Co. of New England, Inc. He has been working in the Securities Industry since 1982.
In 2013 he joined The Retirement Planning Company of NE as a Senior Associate/Portfolio Manager.
His expertise lies in all aspects of investment and tax planning with a specialization in the area of fixed income investing for retirement.
Mr. Seidman was previously employed as a Principal by Moors & Cabot, Inc. and a Principal by UBS PaineWebber, Inc.
He graduated from Babson College with a BS in Economics and Finance.
He holds Series 63 and 65 securities licenses.
Postes actifs de Scott B. Seidman
Sociétés | Poste | Début |
---|---|---|
The Retirement Planning Co. of New England, Inc.
The Retirement Planning Co. of New England, Inc. Investment ManagersFinance Founded in 1996, The Retirement Planning Co. of New England, Inc. is a registered investment advisor located in Warwick, Rhode Island. The firm provides discretionary and non-discretionary investment advisory services to individuals, corporations, trusts, sole proprietors, partnerships and pension & profit sharing plans. | Gestionnaire de Portefeuille-Actions | 01/03/2013 |
Anciens postes connus de Scott B. Seidman
Sociétés | Poste | Fin |
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Moors & Cabot, Inc.
Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | Corporate Officer/Principal | 01/01/2004 |
UBS PaineWebber, Inc. | Corporate Officer/Principal | 01/10/2002 |
Formation de Scott B. Seidman
Babson College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 3 |
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UBS PaineWebber, Inc. | Finance |
Moors & Cabot, Inc.
Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | Finance |
The Retirement Planning Co. of New England, Inc.
The Retirement Planning Co. of New England, Inc. Investment ManagersFinance Founded in 1996, The Retirement Planning Co. of New England, Inc. is a registered investment advisor located in Warwick, Rhode Island. The firm provides discretionary and non-discretionary investment advisory services to individuals, corporations, trusts, sole proprietors, partnerships and pension & profit sharing plans. | Finance |