Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sebastian? Claim Your ProfileSebastian Bermeo is a registered investment advisor representative with Wealth Enhancement Advisory Services, LLC. Sebastian has been in the financial industry for more than three years. Sebastian is registered with the state of Connecticut. Sebastian is also licensed with FINRA as a General Securities Representative and has a Series 63 license. Prior to joining Wealth Enhancement Advisory Services, LLC, Sebastian worked with SPEEDTRADER, INC. Sebastian has experience working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Sebastian is committed to providing high-quality financial advice 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
CT
06/03/2024 - Present
Wealth Enhancement Advisory Services, LLC (DANBURY CT)
NY
03/05/2021 - 07/19/2022
SPEEDTRADER, INC (KATONAH NY)
IA
Issued 06/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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