David Sosa's Contact Details

David Sosa's Company Details

Sequel Financial Group

San Antonio, TX, US • 5 - 9 Employees
Financial Services

At Sequel Financial Group LLC, we strive to do things differently. No two people are the same and their financial strategies should reflect their unique situations. As an independent firm, we work directly with our clients on a conflict-free basis. Everything we do is with the desire to provide the highest quality service to our clients. Through our efforts, we strive to deliver our clients with a clearer view of their financial picture and the knowledge to make informed wealth decisions.Securities and Registered Investment Advisory Services offered through GWN SECURITIES, INC. 11440 N Jog Road, Palm Beach Gardens, Florida 33418, (561) 472-2700. Member FINRA (https://finra.org) & SIPC (https://sipc.org). Sequel Financial Group, LLC and GWN SECURITIES, INC. are non-affiliated companies.This is not an official site of GWN SECURITIES, INC. (GWN) or its affiliates. The site may contain links that are contained on a third party website. GWN, its representatives or advisors do not endorse or accept responsibility for the content, or use, of the website. GWN, its representatives or advisors assume no liability for any inaccuracies, errors/omissions in or from any data or information provided on the pages. No part of this site is intended to make a recommendation or a testimonial for or about a security, service or product, to provide investment, tax or other advice. No strategy assures success or protects against loss. Past Performance is no guarantee of future results. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should you have questions or concerns that are specific to your account, please contact your representative. Never post personal, account or transaction information anywhere on this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative for a list of these states.