Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Gabriel Mejia is an investment advisor representative with Seacrest Wealth Management, LLC. Carlos has been in the industry since 2005 and has experience providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Carlos holds the Series 6, 7, 63, and 66 securities licenses and is registered in several states, including New York, New Jersey, Arizona, California, and Illinois. Carlos is also a Registered Representative of Purshe Kaplan Sterling Investments, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/03/2021 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
NY
05/07/2010 - 04/22/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BROOKLYN NY)
NY
05/01/2008 - 05/10/2010
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
05/29/2007 - 04/29/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/24/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BOTH
Issued 03/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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