Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sebastian? Claim Your ProfileSebastian Zacharias is a financial advisor with over 20 years of experience in the industry. Sebastian currently works at Eagle Strategies LLC and is registered as a Registered Representative in Colorado. In addition to the Series 6, 7TO, 26, 63, and 65 licenses, Sebastian holds the SIE exam. Sebastian has a strong track record of providing financial advice to individuals, families, businesses, and charitable organizations. Sebastian is dedicated to helping clients achieve their financial goals and specializes in financial planning, portfolio 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.
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.
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2
NY
06/24/2009 - Present
Eagle Strategies LLC (NEW YORK NY)
CT
08/24/2007 - 11/09/2007
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NJ
03/14/2001 - 08/08/2007
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NJ
03/05/1998 - 10/31/2000
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
IA
Issued 12/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/23/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 4/9/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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