Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Sardera is an investment advisor representative with World Investment Advisors, LLC. Sergio has been in the industry since 2003 and has been registered with the SEC as an investment advisor representative since 2015. Sergio is a Series 7, Series 63, and Series 65 licensed advisor. Sergio has experience working with individuals, corporations, trusts, and retirement plans. Sergio also has experience working with pooled investment vehicles. Sergio is committed to providing clients with personalized financial advice that meets their individual needs. Sergio is also licensed to sell life, health, and variable annuity insurance products. Sergio is passionate about helping clients achieve their financial goals.
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.
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.
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2
NY
04/08/2024 - Present
World Investment Advisors, LLC (New York NY)
CA
09/01/2017 - 09/21/2017
PENSIONMARK SECURITIES, LLC (SANTA BARBARA CA)
NC
05/25/2016 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
NY
01/05/2015 - 03/01/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
06/22/2012 - 01/09/2015
NFP ADVISOR SERVICES, LLC (NEW YORK NY)
NY
02/08/2011 - 05/04/2012
NFP SECURITIES, INC. (NEW YORK NY)
NY
07/14/2009 - 12/22/2010
PRINCOR FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
04/18/2003 - 06/30/2009
MIDDLEGATE SECURITIES LTD. (NEW YORK NY)
NY
08/03/2000 - 02/14/2002
MIDDLEGATE SECURITIES LTD. (NEW YORK NY)
IA
Issued 04/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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