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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Sebastian is an investment advisor representative with Cic Wealth, LLC and Apollon Wealth Management, LLC in Maryland. Richard has been in the securities industry for over 11 years. Richard is registered with the following states: Maryland, New Jersey, and Texas. Richard holds Series 6, 7, 63, and 65 securities licenses and the SIE. Richard is a Certified Financial Planner. Richard specializes in providing financial planning services to individuals, families, and businesses. Richard also offers pension consulting services.
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.
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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MD
11/13/2017 - Present
CIC Wealth, LLC (ROCKVILLE MD)
MD
11/13/2017 - 12/03/2018
PURSHE KAPLAN STERLING INVESTMENTS (Rockville MD)
MD
11/01/2016 - 11/14/2017
COMMONWEALTH FINANCIAL NETWORK (Gaithersburg MD)
VA
10/03/2014 - 11/03/2016
PURSHE KAPLAN STERLING INVESTMENTS (Tysons Corner VA)
VA
06/12/2012 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (TYSONS CORNER VA)
IA
Issued 08/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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