Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex David Samsel is an active Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. in Scottsdale, Arizona. Alex has been in the financial services industry since November 17, 2000. Alex has a wide range of experience in the industry, with prior experience at a number of firms, including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., LPL Financial LLC, UVEST Financial Services Group, Inc., Pruco Securities Corporation, Prudential Securities Incorporated, Waddell & Reed, Inc., and American Express Financial Advisors Inc. Alex holds Series 7, 9, 10, 63, 65, SIE and 99TO licenses. Alex specializes in financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
08/23/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
11/14/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
11/14/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
11/14/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/14/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/10/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
SC
04/23/2012 - 11/02/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
05/26/2005 - 04/23/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NJ
01/27/2003 - 07/29/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
02/23/2001 - 07/20/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
05/11/1999 - 03/22/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
KS
03/26/1999 - 04/15/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
MN
05/29/1997 - 03/09/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/29/1997 - 03/09/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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