Unclaimed
Sebastian Russell is an investment advisor representative with Morgan Stanley. Sebastian is registered with FINRA and has licenses in 53 states and the District of Columbia. Sebastian has been in the industry since 2022 and has a Series 7TO, Series 66, and SIE license. Sebastian has prior experience with Northwestern Mutual Investment Services, LLC, and Morgan Stanley Meridian Wealth Management. The firm has a large client base and specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, investment companies, and charitable organizations.
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
GA
09/26/2023 - Present
Morgan Stanley (Atlanta GA)
GA
12/17/2022 - 09/11/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
BOTH
Issued 04/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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