Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sebastian? Claim Your ProfileSebastian Bulfamante is a financial advisor with over 40 years of experience in the financial services industry. Sebastian is currently registered with LPL Financial LLC. Sebastian has held previous positions at various firms, including Financial Resources Group Investment Services, LLC, Capital One Investing, LLC, The Windmill Group, Inc., Vanderbilt Securities, LLC, Essex National Securities, Inc., BNY Investment Center Inc., Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chemical Investment Services Corp., First Union Brokerage Services, Inc., Marketing One Securities, Inc., North Ridge Securities Corp., Cigna Securities, Inc., Invest Financial Corporation, William M. Cadden & Co., Inc., WZW Financial Services, Inc., Cornerstone Financial Services, Inc., and American General Capital Planning, Inc. Sebastian holds a Series 6, Series 7, Series 26, Series 63 and Series 65 licenses. Sebastian specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
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
NY
08/03/2021 - Present
LPL Financial LLC (NEW ROCHELLE NY)
NY
11/13/2018 - 07/19/2019
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (YONKERS NY)
NJ
02/06/2015 - 05/03/2018
CAPITAL ONE INVESTING, LLC (FAIRFIELD NJ)
NY
04/16/2013 - 02/26/2015
THE WINDMILL GROUP, INC. (SOMERS NY)
NY
07/15/2005 - 09/18/2012
VANDERBILT SECURITIES, LLC (WOODBURY NY)
CA
05/27/2005 - 07/14/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
09/18/2002 - 05/19/2005
BNY INVESTMENT CENTER INC. (NEW YORK NY)
IL
09/28/1998 - 09/16/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
09/29/1998 - 09/30/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/22/1998 - 09/28/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
09/18/1996 - 09/22/1998
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
05/14/1996 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NC
01/01/1996 - 05/10/1996
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
07/09/1995 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
05/14/1993 - 07/18/1995
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
PA
08/01/1990 - 05/25/1993
CIGNA SECURITIES, INC. (RADNOR PA)
WI
12/19/1984 - 07/24/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
09/13/1984 - 12/05/1984
WILLIAM M. CADDEN & CO., INC.
NA
07/06/1983 - 06/04/1984
WZW FINANCIAL SERVICES, INC.
NA
07/08/1981 - 07/05/1983
CORNERSTONE FINANCIAL SERVICES, INC.
NA
11/25/1980 - 06/29/1981
AMERICAN GENERAL CAPITAL PLANNING, INC.
IA
Issued 06/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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