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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed
location

MONTREAL

0 Disclosures

ADVISOR BIO

Sébastien Genest-roy is an Investment Advisor Representative at Giverny Capital, based in Montreal. Sébastien has been in the industry since February 2013. Sébastien holds a Series 65 license and is registered as an Investment Advisor Representative in Florida. Sébastien's specializations include portfolio management for individuals, businesses and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Dallas, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Sebeat 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.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

NEW Edge Wealth

location

STAMFORD, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Sebin Skaria is an investment advisor representative with New Edge Wealth. Sebin has been in the financial services industry for over 8 years. Sebin has a broad range of experience in the industry and is registered in 29 states. Sebin specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Sebin is also a registered investment advisor in Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

GHP Investment Advisors Inc. | PFS ® (Certifications)

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Sebrina Chriselda Ivey is an Investment Advisor Representative at GHP Investment Advisors Inc. and Israel Investment Advisors, LLC. Sebrina is licensed in Colorado and holds a Series 65 license. Sebrina has been in the industry since February 2012 and is a Personal Financial Specialist. Sebrina has a strong commitment to providing personalized financial advice and guidance to her clients. Sebrina specializes in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Blackrock Investments, LLC

location

PRINCETON, NJ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Seema Ackerman is an investment advisor representative, currently employed by Blackrock Investments, LLC. Seema has been in the industry since July 18, 2007 and has a Series 63, 66, and 7 license. Seema previously worked at Goldman Sachs & Co. LLC for over ten years. Seema specializes in providing portfolio management for individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Boulder, CO

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Seema Kinra is a financial advisor with over 15 years of experience in the financial services industry. Seema has worked with clients across various sectors, including high-net-worth individuals, corporations, investment companies, and pension plans. Seema has been registered with Robert W. Baird & Co. Inc. since 2023. Prior to that, Seema worked at Raymond James & Associates, Inc. and Morgan Stanley. Seema holds a Series 63, Series 66, Series 7, Series 9, Series 10, and SIE license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Oppenheimer & Co. Inc.

location

SAN FRANCISCO, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Seferino Stanley Torres is a financial professional with over 17 years of experience in the financial services industry. Seferino has a strong background in providing investment advice and portfolio management services to individuals, businesses, and institutions. Seferino has been registered with Oppenheimer & Co. Inc. since May 2018. Previously, Seferino worked for CHARLES SCHWAB & CO., INC. Seferino is a Series 7, 9, 10, 63 and SIE licensed professional. Seferino is a dedicated and experienced financial advisor committed to providing personalized financial solutions to meet the unique needs of each client.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

SAN MATEO, CA

0 Disclosures

ADVISOR BIO

Seji Alexander is a registered investment advisor representative associated with Fisher Investments. Seji Alexander is active in California and Texas. Seji Alexander has been in the industry since January 2010. Seji Alexander has experience in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

Malvern, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Sejla Conetta is an investment advisor representative at Vanguard Advisers, Inc. Sejla has been in the industry since 2020. Sejla is registered in Pennsylvania and Texas. Sejla holds the Series 66, Series 24, Series 7 and SIE licenses. Sejla has experience in portfolio management for businesses and individuals, as well as financial planning and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

Tampa, FL

0 Disclosures

ADVISOR BIO

Selcuk Mutlu is an Investment Advisor Representative at Fisher Investments. Selcuk is registered with the state of Florida and Texas. Selcuk has been in the financial industry since 2014. Selcuk holds a Series 63, Series 65, and SIE license. Selcuk specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

No specializations listed.

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