Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sebastian? Claim Your ProfileSebastian Perez quintana is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a large firm with $10 billion - $50 billion in assets under management. Sebastian has been a registered representative since February 2022 and is currently licensed in Florida and Texas. Sebastian also holds the Series 6, Series 7, Series 66, and SIE licenses. Sebastian has experience working with a wide range of clients, including individuals, businesses, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and insurance companies. Sebastian's services include portfolio management, financial planning, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
09/29/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
06/25/2021 - 02/23/2022
CETERA INVESTMENT SERVICES LLC (HIALEAH FL)
FL
02/12/2018 - 07/02/2019
PFS INVESTMENTS INC. (MIAMI LAKES FL)
BOTH
Issued 08/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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