Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Sebastian is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Pittsburgh, Pennsylvania. Alex has been in the financial services industry since 2005 and has a broad range of experience. Alex holds a Series 7, Series 63 and Series 65 license, and a SIE certification. Prior to joining Wells Fargo Advisors Financial Network, LLC, Alex worked for Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alex specializes in investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/10/2023 - Present
Wells Fargo Advisors Financial Network, LLC (PITTSBURGH PA)
PA
11/20/2013 - 11/14/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEAVER PA)
PA
05/31/2007 - 11/21/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAVER PA)
PA
11/18/2005 - 05/10/2007
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
IA
Issued 07/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alex Sebastian is the right advisor for you? Invested Better is here to help.
