Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Samuels is a financial advisor who has been in the industry since 1982. Michael is currently registered with BFC Planning, Inc., which is headquartered in Cedar Rapids, Iowa. Michael is a registered Investment Advisor Representative in Pennsylvania, and is also a Series 65 holder, a Series 63 holder, and a Series 7 holder. Michael holds multiple other licenses as well, including a Series 4, a Series 8, and a SIE. Michael has also been a registered representative for numerous other firms during his career, including Cambridge Investment Research, Inc., BPU Investment Management Inc., J.J.B. Hilliard, W.L. Lyons, Inc., Legg Mason Wood Walker, Incorporated, Gruntal & Co. Incorporated, Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc, and Advest, Inc. Prior to joining BFC Planning, Michael held positions at Cambridge Investment Research, Inc. and Berthel Fisher & Company Financial Services, Inc. Michael Samuels works with a variety of clients, including individuals, high-net-worth individuals, pension plans, charitable organizations, and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fee
1
2
PA
08/02/2017 - Present
BFC Planning, Inc. (Pittsburgh PA)
PA
04/12/2013 - 08/03/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (SEWICKLEY PA)
PA
10/07/2002 - 04/12/2013
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
KY
04/06/2001 - 10/07/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MD
04/24/1995 - 04/27/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
03/28/1990 - 04/27/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
04/11/1988 - 04/16/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
11/13/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
12/28/1982 - 11/24/1986
ADVEST, INC.
NA
04/29/1982 - 12/29/1982
BABBITT, MYERS & COMPANY, INC.
IA
Issued 02/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2008
Series 4 - Registered Options Principal Examination
BC
Issued 02/16/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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