Seth S. Yudes - Morgan Stanley Smith Barney Financial Advisor

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Welcome Honors Experience Education Services

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations

US Tennis Association
Member / Team Captain
Indianapolis, IN

Services

Financial Planning
Wealth Management
Corporate Retirement Plans
Defined Contribution Plans
Taft-Hartley Plans
Qualified Retirement Plans
Corporate Pension Funds
Business Succession Planning
Professional Portfolio Management
401k Rollovers
Retirement Planning
Education Planning
Estate Planning
Family Consulting
Stock Option Plans
Exchange Traded Funds
Life Insurance
Long Term Care Insurance
Alternative Investments

Education and Licensing

Master of Science
Purdue University
Indianapolis, IN
Bachelor of Science
Temple University
Philadelphia, PA
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Indiana Insurance Licensed: Life, Health, Variable Annuity, Long Term Health Care including Indiana Partnership Certification
Financial Planning Specialist Designation

Honors and Recognition

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Business Experience

2002 - Present: Morgan Stanley Smith Barney

Vice President
Financial Planning Specialist
Indianapolis, IN
1992 - 2002: Merrill Lynch

Indianapolis, IN
1985 - 1992: Northwestern Mutual

Indianapolis, IN

Bulletin Board

As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? Call or email me to learn more about how I work with business owners to create and implement qualified retirement plans.
The Free Forever IRA^SM Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
Act now – this offer is only available until May 31, 2012.
We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.

Seth S. Yudes is licensed in the following state(s): AZ, CA, FL, IN, KY, NV, OH, PA, SC, TN, VA

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

FEATURED REPORTS

Graystone Consulting: Investors' Monthly

Why Your 401(k) Plan Needs a Financial Advisor