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Janelle Sherima Samuels

Deloitte Corporate Finance LLC

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About Janelle Sherima Samuels

Janelle Samuels is a financial advisor who has been in the industry since January 6, 2021. Janelle is currently registered with Deloitte Corporate Finance LLC and previously worked with Capital One Investing, LLC and Fidelity Brokerage Services LLC. Janelle has passed the Series 7, Series 79TO, and Series 66 exams.

Firm Information

Janelle Samuels is currently registered with Deloitte Corporate Finance LLC. Deloitte Corporate Finance LLC is a Limited Liability Company that was formed on January 2, 2001. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Janelle Samuels’s Registration & Firm History

TX

06/29/2021 - Present

Deloitte Corporate Finance LLC (Dallas TX)

TX

01/30/2017 - 03/07/2017

CAPITAL ONE INVESTING, LLC (Plano TX)

TX

05/05/2015 - 08/21/2015

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 05/28/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janelle Sherima Samuels.
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