Unclaimed
Mollie Sebak is a financial advisor with over 9 years of experience in the industry. Mollie is currently registered with Farther and has her Certified Financial Planner designation. Mollie's primary focus is providing financial planning and portfolio management services to individuals, businesses, and pension plans.
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.
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
CA
06/24/2024 - Present
Farther (SAN FRANCISCO CA)
Active
Inactive
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