Seth Weil Email & Phone Number
Supervision Team Lead
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Seth Weil Location
- West Linn, OR, US
Seth Weil Work
- 2014 -now Supervision Team Lead @ Cetera Wealth Services LLC
- 2013 -2013 Financial Advisor @
- 2012 -2013 Vice President of Recruiting and Marketing at Capital Insurance Brokerage, Inc. @ Capital Insurance Brokerage, Inc.
- 2012 -2013 Licensed Case Manager @ Capital Insurance Brokerage, Inc.
- 2012 -2013 Operations Manager @ Smoqued California BBQ California, LLC
- 2005 -2012 Vice President, Branch Manager and Regional Compliance Supervisor @ Centaurus Financial, Inc
- 2001 -2005 Trading and Operations Supervisor @ Centaurus Financial, Inc.
- 2000 -2001 Field Supervisor @ Borg-Warner Security Services
- 1996 -2000 Sergeant @
Seth Weil Education
- California State University
Bachelor of Arts (English Language and Literature/Letters)
2003-2005 - California State University-Fullerton
Bachelor's degree (English Language and Literature, General)
2003-2005
Seth Weil Skills
- Presentations
- Investment Products
- Communication Training
- Series 24
- Critical Thinking
- Relationship Building
- Team Leadership
- Customer Service
- Investments
- Analytical Skills
- Customer Satisfaction
- Service Levels
- Interpersonal Skills
- Securities
- Creative Problem Solving
- Itineraries
- Communication
- Product Knowledge
- FINRA
- Solid Professional Standards
- Field Supervision
- Series 7
- Arbitration
- Resolving Issues
- Investment Advisory Services
- Compliance Monitoring
- Regulatory Requirements
- Regulatory Compliance
- Financial Analysis
- Brokerage
- Insurance
- Operations Management
- Auditing
- Broker-Dealer Compliance
- Wealth Management
- Mutual Funds
- Retirement Planning
- Retirement
- Management
- Financial Planning
- Finance
- Series 4
- Series 66
- Branch Development
- Financial Advisory
- Financial Services
- Series 63
- Asset Management
- Portfolio Management
- Investment Advisory
- Fixed Annuities
- Leadership
- Asset Allocation
- Strategic Planning
- Operations
- Marketing
- Microsoft Excel
- Recruiting
Seth Weil Summary
- Seth Weil, based in West Linn, OR, US, is currently a Supervision Team Lead at Cetera Wealth Services LLC. Seth Weil brings experience from previous roles at Waddell & Reed, Capital Insurance Brokerage, Inc. and Smoqued California BBQ California, LLC. Seth Weil holds a 2003 - 2005 Bachelor of Arts in English Language and Literature/Letters @ California State University. With a robust skill set that includes Presentations, Investment Products, Communication Training, Series 24, Critical Thinking and more. Seth Weil has 2 emails and 2 mobile phone numbers on RocketReach.
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