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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Louis Samsa is a financial advisor with LPL Financial LLC, a firm with offices in Lake Oswego, Oregon and San Diego, California. Isaac has over 13 years of experience in the financial services industry. He is registered with the states of Oregon and Texas as well as several other states. Isaac's previous employers include Woodbury Financial Services, Inc. and Signator Investors, Inc. Isaac holds the Series 66, Series 7 and SIE exams. Isaac works with a wide range of clients, including individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Isaac's focus is on providing comprehensive financial planning and portfolio management services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
11/29/2021 - Present
LPL Financial LLC (LAKE OSWEGO OR)
OR
07/19/2010 - 12/02/2021
WOODBURY FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
12/08/2008 - 07/20/2010
SIGNATOR INVESTORS, INC. (PORTLAND OR)
BOTH
Issued 03/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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