Unclaimed
Sebastian Mencia is a financial professional registered with Charles Schwab & Co., Inc. Sebastian holds the Series 7TO, Series 63, and SIE licenses, demonstrating a commitment to providing comprehensive investment services. Sebastian is licensed in 51 states and the District of Columbia, allowing Sebastian to serve clients across the country. Sebastian's expertise lies in providing financial planning and investment services, specializing in various investment strategies. Sebastian's registration began on 2/13/2023.
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
TX
02/13/2023 - Present
Charles Schwab & CO., Inc. (Austin TX)
BC
Issued 02/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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