Sebastian Galindo SosaCRD Number: 6948134
Current Firm: Vanguard Advisers, Inc.
Sebastian Galindo Sosa (CRD# 6948134) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 4 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Dynamic Wealth Partners, LLC
|The Vanguard Group, Inc.||Scottsdale, AZ||May 2018 - Current||4|
|Arizona State University||Tempe, AZ||Aug 2014 - May 2018||3|
|Wells Fargo||Tempe, AZ||Jun 2016 - Dec 2017||1|
|Arizona State University Parking And Transit Services||Tempe, AZ||Mar 2015 - Jun 2016||1|
|Pep Boys Auto Parts & Service||Tempe, AZ||Jun 2014 - Mar 2015||< 1|
|Betty H. Fairfax High School||Laveen, AZ||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2018|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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