Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sebastian? Claim Your ProfileSebastian Swanson is a financial advisor with Fidelity Personal And Workplace Advisors, a large financial firm with over $1 billion in assets under management. Sebastian has a strong track record of success in the financial services industry, having worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Sebastian has specialized in various financial services including Portfolio Management, Financial Planning, and Educational Seminars for both individuals and businesses. Sebastian holds the Series 7, Series 9, Series 10, and Series 66 licenses.
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.
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.
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.
1
2
TX
07/12/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
07/30/2020 - 05/10/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
NV
01/27/2020 - 07/06/2020
PARK AVENUE SECURITIES LLC (LAS VEGAS NV)
BOTH
Issued 05/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Sebastian Swanson is the right advisor for you? Invested Better is here to help.
