Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandru? Claim Your ProfileAlexandru Samoila is a financial professional who has been working in the industry since 2009. Currently, Alexandru is a registered representative with World Equity Group, Inc. in Bozeman, Montana. Alexandru is also registered with the state of Pennsylvania. Alexandru is a Series 6, 7 and 63 licensed financial professional with experience in various financial services, including financial planning, pension consulting, and portfolio management. Alexandru has previously worked with The Leaders Group, Inc., Pacer Financial, Inc., Guardian Investor Services LLC, Hartford Life Distributors, LLC and Planco Financial Services, LLC.
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.
1
2
MT
01/02/2024 - Present
World Equity Group, Inc. (Bozeman MT)
CO
08/16/2019 - 12/31/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
01/24/2013 - 08/18/2017
PACER FINANCIAL, INC. (PAOLI PA)
NY
12/20/2011 - 04/17/2012
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
PA
03/21/2008 - 09/15/2010
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
CT
11/24/2003 - 05/10/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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