Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sebastiano? Claim Your ProfileSebastiano Lisi iv is a financial advisor with Principal Securities, Inc. in Mt Pleasant, SC. Sebastiano has been in the industry since 2001 and is registered with the state of South Carolina. Sebastiano is also a registered investment advisor. Sebastiano has experience with various investments, including stocks, bonds, mutual funds, and exchange-traded funds. Sebastiano provides financial planning services to individuals and families. Sebastiano also offers a variety of investment products, such as annuities, life insurance, and long-term care insurance.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
SC
10/19/2018 - Present
Principal Securities, Inc. (Mt Pleasant SC)
SC
03/25/2017 - 10/16/2018
MML INVESTORS SERVICES, LLC (CHARLESTON SC)
SC
01/23/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLESTON SC)
SC
12/05/2003 - 01/12/2015
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
MO
08/07/2001 - 11/24/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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