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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sebeta? Claim Your ProfileSebeta Kalpee is a financial advisor who has been active in the industry since 2012. Sebeta is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked with HORNOR, TOWNSEND & KENT, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, AXA ADVISORS, LLC and CITISTREET ADVISORS LLC. Sebeta offers a wide range of services, including portfolio management for individuals and businesses, pension consulting, selection of other advisors, educational seminars and performance measurement reports, allocation modeling, IPS, research reports and services.
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
MA
05/12/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BURLINGTON MA)
MA
08/26/2011 - 02/27/2014
HORNOR, TOWNSEND & KENT, INC. (BURLINGTON MA)
MA
03/01/2010 - 09/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALTHAM MA)
TX
10/24/2008 - 05/12/2009
AXA ADVISORS, LLC (HOUSTON TX)
MA
04/18/2006 - 06/10/2006
CITISTREET ADVISORS LLC (QUINCY MA)
BOTH
Issued 04/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2006
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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