Sergio joined Royal Alliance in February 2022. Sergio has been securities licensed since 1986, holding series 7, 63 and series 24 Principal license.
He started his career in the bank channel, became an Independent Representative in 1994 and in 1996 became a Principal at 21st Century Financial Services.
In 2005 his broker dealer was taken over by Invest Financial and in 2018 Invest was acquired by LPL Financial.
Sergio's business model/ strategy is simple, "client centric and one client at a time".
Sergio resides in Dix Hills, NY is married to his high school sweetheart and is a proud father of 3. His passions include cars, Futbol (Soccer).