Seek The Plan
Seek The Plan (CRD# 304799) is a financial advisory firm headquartered in Greenbelt, MD. They serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Seek The Plan
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Seek The Plan
1
Melissa Mazard (CRD# 5826245) is an Investment Advisor Representative working at Seek The Plan in Baltimore, MD and has over 10 years of experience in the finance industry.
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