Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Samoska is a financial advisor with over 5 years of experience in the industry. Michael is currently registered with LPL Financial LLC in Farmington, CT. Michael is also a registered Investment Advisor Representative. Prior to joining LPL Financial LLC, Michael worked at Ameriprise Financial Services, LLC and AXA Advisors, LLC. Michael has passed the Series 7, Series 66, and SIE exams. Michael's specializations include retirement planning, college savings, insurance, and estate planning.
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.
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2
CT
03/19/2021 - Present
LPL Financial LLC (FARMINGTON CT)
CT
01/23/2020 - 01/04/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Glastonbury CT)
CT
02/05/2019 - 08/30/2019
AMERIPRISE FINANCIAL SERVICES, INC. (MIDDLEBURY CT)
CT
05/09/2017 - 01/23/2019
AXA ADVISORS, LLC (HAMDEN CT)
BOTH
Issued 03/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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