Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ezra? Claim Your ProfileEzra Nehemiah Samuels is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ezra has been in the securities industry since June 2022. Ezra has passed the Series 7TO, Series 66 and SIE exams and is registered in 53 states. The firm has a total of 16965 clients and approximately $10 billion - $50 billion under management. The firm provides a variety of services including portfolio management, financial planning, educational seminars, and pension consulting. Ezra is based in Schaumburg, Illinois, and works out of the firm's branch office located at 10 N MARTINGALE RD in Schaumburg, Illinois.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/23/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCHAUMBURG IL)
BOTH
Issued 02/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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