Unclaimed
Michael Sebesta is an experienced financial advisor with over 30 years in the industry. Michael is currently registered with LPL Financial LLC and has held previous registrations with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Michael holds several industry licenses, including Series 7, Series 24, Series 63, and Series 66. Michael is also a Chartered Financial Consultant. Michael's office is located in Granite Bay, California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
01/24/2007 - Present
LPL Financial LLC (GRANITE BAY CA)
CA
12/23/1986 - 12/14/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
WI
12/23/1986 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 11/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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