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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Samuels is a financial advisor with over 20 years of experience in the industry. David Samuels is registered to provide investment advisory services in California and is currently affiliated with Corinthian Wealth Management. David Samuels has previously worked at several other firms including AIG Financial Advisors, Inc., Sentra Securities Corporation, Equity Programs Corporation, Spectrum Securities, Inc., Royal Alliance Associates, Inc., The Boston Group, Lazar Frederick & Company, PFS Investments Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America. David Samuels is a Certified Financial Planner (CFP).
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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CA
07/02/2021 - Present
Corinthian Wealth Management (SAN JOSE CA)
CA
10/31/2005 - 04/13/2007
AIG FINANCIAL ADVISORS, INC. (SAN JOSE CA)
AZ
12/18/1998 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
09/08/1998 - 01/14/1999
EQUITY PROGRAMS CORPORATION (SAN DIEGO CA)
CA
03/08/1997 - 10/06/1998
SPECTRUM SECURITIES, INC. (AROURA HILLS CA)
AZ
08/29/1996 - 01/17/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
01/29/1996 - 07/22/1996
THE BOSTON GROUP (LOS ANGELES CA)
CA
03/07/1994 - 01/12/1996
LAZAR FREDERICK & COMPANY (BEVERLY HILLS CA)
GA
09/13/1993 - 05/03/1994
PFS INVESTMENTS INC. (DULUTH GA)
NJ
07/05/1991 - 10/22/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/05/1991 - 10/22/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 01/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/03/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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