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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sebastian? Claim Your ProfileSebastian Raul Ruelas is a financial advisor with over 10 years of experience in the industry. Sebastian has been registered with LPL Financial LLC since 2022 and holds both Series 6 and Series 65 licenses. Sebastian provides a wide range of services including financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors. Sebastian is also a tax preparer and is registered as a tax preparer in California. Sebastian has worked with multiple other firms in the past, including First Investors Corporation, National Planning Corporation, and Trilogy Financial Services. Sebastian specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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CA
09/30/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
11/29/2017 - 03/21/2018
LPL FINANCIAL LLC (CORONA CA)
CA
05/09/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (CORONA CA)
CA
08/19/2013 - 06/06/2014
FIRST INVESTORS CORPORATION (SAN DIEGO CA)
IA
Issued 05/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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