Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Raul Bister pessaj is a Registered Representative and Investment Adviser Representative at Boreal Capital Management LLC, based in Miami, Florida. Sergio has been in the industry since 2002 and has held previous positions at BETA CAPITAL MANAGEMENT, L.P. and STANDARD NEW YORK SECURITIES, INC. Sergio is a Series 63 and 65 licensed advisor. Sergio specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
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.
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2
FL
05/15/2015 - Present
Boreal Capital Management LLC (MIAMI FL)
FL
09/22/2006 - 11/07/2012
BETA CAPITAL MANAGEMENT, L.P. (MIAMI FL)
FL
07/01/2002 - 09/18/2006
STANDARD NEW YORK SECURITIES, INC. (MIAMI FL)
IA
Issued 01/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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