Unclaimed
Bachar Samawi is a financial professional with over 30 years of experience in the industry. Bachar holds multiple licenses, including Series 7, 3, 63, and 66. Bachar currently works at LPL Enterprise, LLC, a firm with a broad range of financial services offerings. Bachar's expertise encompasses a variety of financial areas, including portfolio management for both individuals and businesses, financial planning, and educational seminars. Bachar is also actively involved in the entrepreneurial space, serving as a mentor for the Founder Institute and an advisor for Meridian Impact Partners.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
NH
11/14/2024 - Present
LPL Enterprise, LLC (DOVER NH)
NA
03/22/1991 - 02/14/1992
SANWA-BGK TREASURY SECURITIES CO.
NA
02/25/1989 - 02/14/1992
SANWA - BGK SECURITIES CO., L.P.
NA
12/14/1987 - 01/25/1989
MABON, NUGENT & CO.
NA
08/18/1987 - 12/09/1987
MOSELEY SECURITIES CORPORATION
BOTH
Issued 04/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1993
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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