Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karee? Claim Your ProfileKaree Hoffman Sampson is a financial advisor with over 30 years of experience in the industry. Karee currently works at U.S. Capital Wealth Advisors, LLC and is registered as an Investment Advisor Representative with the state of Texas. Karee's previous experience includes time at Wells Fargo Advisors, LLC and Morgan Stanley DW Inc.. Karee offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
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.
1
2
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
02/10/2006 - 02/16/2016
WELLS FARGO ADVISORS, LLC (DALLAS TX)
NY
02/24/1984 - 02/14/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Karee Sampson is the right advisor for you? Invested Better is here to help.
