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Rachel Emily Sams

Gradient Securities, LLC

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About Rachel Emily Sams

Rachel Emily Sams is a financial advisor associated with Gradient Securities, LLC. Rachel has been in the securities industry since June 12, 2019. Rachel is licensed to provide financial advice in Florida, Georgia, Louisiana, Minnesota, Mississippi, New York, South Carolina and Wyoming. Rachel is a registered representative of Gradient Securities, LLC and an investment advisor representative.

Firm Information

Rachel Sams is currently registered with Gradient Securities, LLC. Gradient Securities, LLC is a Limited Liability Company formed in April 2003. Based in Arden Hills, Minnesota, the firm provides investment advisory services to individuals, high-net-worth individuals, corporations, businesses, pension plans, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management, and selection of other advisers. The firm manages approximately $475 million in assets for over 6,600 clients.
Gradient Securities, LLC

4105 LEXINGTON AVENUE N

ARDEN HILLS, MN 55126

$475.17M

Assets Under Management

921

Total Clients

91

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Rachel Sams’s Registration & Firm History

MN

08/14/2023 - Present

Gradient Securities, LLC (ARDEN HILLS MN)

FL

04/29/2019 - 02/15/2023

THRIVENT INVESTMENT MANAGEMENT INC. (Ocala FL)

MO

10/30/2018 - 03/08/2019

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/30/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/09/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Emily Sams.
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