Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sterling? Claim Your ProfileSterling Lawrence Sessions is a financial advisor with Prestige Wealthwide, LLC. Sterling has been in the financial services industry for more than 14 years, having worked previously at TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Sterling holds the Series 7, 63, and 66 securities licenses. Sterling is registered to provide investment advisory services in Colorado, Texas, and Utah.
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.
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.
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2
UT
10/14/2022 - Present
Prestige Wealthwide, LLC (LEHI UT)
CO
04/23/2009 - 12/01/2011
TD AMERITRADE, INC. (DENVER CO)
CO
10/19/2004 - 02/20/2009
FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)
BOTH
Issued 06/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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