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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sebastian? Claim Your ProfileSebastian Balve is a financial advisor with Morgan Stanley, a well-established firm with a strong track record. Sebastian has a diverse background, having worked for several other companies, including MassMutual and MML Investors Services. Sebastian is registered as a broker-dealer in 44 states, plus the District of Columbia and Puerto Rico and has a strong reputation in the financial services industry. Sebastian is also an Investment Advisor Representative in New Jersey and Texas. Sebastian provides a range of financial services, including financial planning, portfolio management, and asset allocation advice. Sebastian is committed to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
10/31/2022 - Present
Morgan Stanley (Morristown NJ)
NJ
02/18/2020 - 10/07/2022
EQUITABLE ADVISORS, LLC (EDISON NJ)
NJ
11/01/2018 - 07/25/2019
MML INVESTORS SERVICES, LLC (CRANBURY NJ)
IA
Issued 01/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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