Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Ferris Samara is a financial advisor at Private Advisor Group, LLC, a firm based in Morristown, New Jersey. Richard has been in the industry since 1984 and has a wealth of experience in providing investment advice. Richard is a CERTIFIED FINANCIAL PLANNER™ professional and has held a variety of positions at various firms, including Chase Investment Services Corp. and Lincoln Financial Advisors Corporation. Richard is registered with the state of New Jersey and has specialized experience in Portfolio Management for Individuals and Businesses.
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.
Solicitation/referral
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/referral fees
1
2
NJ
11/12/2014 - Present
Private Advisor Group, LLC (Morristown NJ)
NJ
11/16/2004 - 11/10/2014
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
IL
10/20/2003 - 11/19/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IN
04/01/1999 - 10/23/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/01/1999 - 10/23/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
08/10/1993 - 04/01/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
RI
01/13/1992 - 08/24/1993
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
12/03/1990 - 01/13/1992
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NY
07/11/1990 - 12/05/1990
CITICORP SELECT INVESTMENTS, INC. (LONG ISLAND CITY NY)
CA
04/15/1988 - 01/30/1990
FN INVESTMENT CENTER (SACRAMENTO CA)
NA
12/23/1987 - 04/22/1988
GNA SECURITIES, INC.
NA
06/12/1985 - 09/03/1987
SHEARSON LEHMAN BROTHERS INC.
NA
03/11/1987 - 07/13/1987
DEAN WITTER REYNOLDS INC.
NA
11/23/1983 - 07/15/1985
FIRST JERSEY SECURITIES, INC.
NA
05/24/1985 - 06/03/1985
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 11/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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