Unclaimed
Sebastian Dement is a financial advisor who has been in the industry since September 17, 2023. Sebastian is registered with Fidelity Personal And Workplace Advisors and has licenses in Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Sebastian has passed the Series 66, Series 7TO, and SIE exams. Sebastian is active in the broker-dealer and investment advisor channels.
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.
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.
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.
1
2
CA
02/08/2024 - Present
Fidelity Personal AND Workplace Advisors (IRVINE CA)
BOTH
Issued 01/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Sebastian Dement is the right advisor for you? Invested Better is here to help.