Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sebeat? Claim Your ProfileSebeat Idoska is a financial advisor who has been in the industry since April 2023. Sebeat is currently registered with Robert W. Baird & Co. Inc. in Texas. Sebeat has passed the Series 66, Series 7TO, Series 24 and SIE exams. Sebeat's areas of expertise include investment advisory services, financial planning, pension consulting and portfolio management. Sebeat has experience working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities and other investment advisors.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TX
06/14/2023 - Present
Robert W. Baird & Co. Inc. (Dallas TX)
BOTH
Issued 06/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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