Sebastian A. Morales
Professional summary
Sebastian Andres Morales, who also goes by Sebastian Andres Morales, Sebastian Morales, Sebastian A Morales, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.
Sebastian is registered as a RR (Registered Representative) and started their career in finance in 2019. Sebastian has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Sebastian Andres Morales's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 1, 2024 - Present
ALTRUIST FINANCIAL LLC
Office #1: 300 South Pearl Street Suite 250, Dallas, TX 75201January 6, 2021 - December 16, 2022
ROBINHOOD FINANCIAL, LLC
July 1, 2019 - November 24, 2020
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/1/2024)
(2/1/2024)
Exams
Series 7TO
Date: 7/1/2019
General Securities Representative ExaminationFINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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Company Information
ALTRUIST FINANCIAL LLC
CRD#: 299274Dallas, TX 75201TRUST BUT VERIFY
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