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Aaron Jacob Samuels

Susquehanna Financial Group, Lllp

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About Aaron Jacob Samuels

Aaron Samuels is a financial professional with a strong background in investment analysis and financial markets. Aaron's experience includes passing the Series 87, Series 86, and SIE exams, demonstrating a commitment to staying current on industry regulations and best practices. Aaron is currently registered with Susquehanna Financial Group, Lllp.

Firm Information

Aaron Samuels is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Aaron Samuels’s Registration & Firm History

NY

01/30/2023 - Present

Susquehanna Financial Group, Lllp (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/05/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/2023

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/19/2022

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 06/25/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Jacob Samuels.
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