Unclaimed
Sebastian Kanczugowski is a financial advisor associated with Osaic Wealth, Inc. Sebastian has been working in the financial services industry since 2013 and is licensed in multiple states, including Washington, Texas, Arizona, California, Colorado, Georgia, Oregon, and North Carolina. Sebastian has experience in providing financial planning, investment management, and pension consulting.
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.
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
WA
11/03/2020 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
WA
03/12/2015 - 11/02/2020
HORNOR, TOWNSEND & KENT, LLC (BELLEVUE WA)
WA
05/16/2013 - 01/22/2015
PRUCO SECURITIES, LLC. (BELLEVUE WA)
WA
11/07/2012 - 04/22/2013
AXA ADVISORS, LLC (BELLEVUE WA)
IA
Issued 02/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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