Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Caine Sessa is a financial advisor registered with Independent Financial Group, LLC in Lancaster, CA. Matthew has been in the financial services industry since 2004. Matthew holds Series 6, 7, 63, and 66 licenses as well as the SIE license. Matthew is currently registered with Independent Financial Group, LLC, and has previously been registered with Crown Capital Securities, L.P. and WM Financial Services, Inc. Matthew provides financial planning, portfolio management for individuals and businesses, and pension consulting to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/02/2024 - Present
Independent Financial Group, LLC (LANCASTER CA)
CA
05/14/2013 - 02/09/2024
CROWN CAPITAL SECURITIES, L.P. (LANCASTER CA)
CA
03/20/2007 - 06/27/2007
WM FINANCIAL SERVICES, INC. (SAN LUIS OBISPO CA)
CA
06/07/2004 - 12/31/2005
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Sessa is the right advisor for you? Invested Better is here to help.
