Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sebastian? Claim Your ProfileSebastian Galindo Sosa is a financial advisor registered with Charles Schwab & CO., Inc. based in Chicago, Illinois. Sebastian has been in the financial services industry since July 2018. Sebastian holds Series 7, 63, and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining Charles Schwab, Sebastian was associated with Vanguard Marketing Corporation in Scottsdale, Arizona.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
04/16/2024 - Present
Charles Schwab & CO., Inc. (Chicago IL)
AZ
07/06/2018 - 04/11/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 11/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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