Unclaimed
Sebastian Messina is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Sebastian has been in the industry since 1984 and has a strong track record of providing financial advice to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations. Sebastian is a CERTIFIED FINANCIAL PLANNER™ professional and holds multiple licenses and certifications, including Series 3, 7, 9, 10, 63, and 65. Sebastian is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/22/2023 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
07/01/2003 - 05/19/2023
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NY
10/08/1984 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/25/1984 - 08/09/1984
UNIVERSAL SECURITIES OF AMERICA, INC.
NA
01/25/1984 - 06/25/1984
LIFE PLANNING INC.
IA
Issued 11/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1984
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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