Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Eric Samuels is a financial advisor with over 20 years of experience in the industry. Brian has been registered with Prosperity Wealth Management, Inc. since January 2020. Prior to that, Brian was registered with National Planning Corporation from June 2012 to May 2017. Brian has a broad range of experience in the financial services industry, including investment advisory, insurance marketing, and wealth management. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Brian holds Series 6, 63, and 65 securities licenses and is also a Registered Investment Advisor (RIA). Brian is committed to providing his clients with the highest level of service and integrity.
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.
Helps you choose top advisors aligned with your financial goals.
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
CA
01/03/2020 - Present
Prosperity Wealth Management, Inc. (San Diego CA)
CA
06/21/2012 - 05/17/2017
NATIONAL PLANNING CORPORATION (SAN DIEGO CA)
CA
04/20/2006 - 06/19/2012
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
TX
10/21/2005 - 04/24/2006
NFP SECURITIES, INC. (AUSTIN TX)
NJ
06/18/1996 - 09/26/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 07/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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