Unclaimed
Sam Beritela is an investment advisor representative with Sunlight Peaks Financial Partners, LLC. Sam is registered with the state of Maryland as an investment advisor representative. Sam has been in the financial industry since 2010 and has experience in providing financial and corporate strategy consulting. Sam also provides real estate investment consulting through Outlier Realty Capital. Sam has a Series 65 license and is based in Sparks, MD.
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.
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.
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MD
05/25/2023 - Present
Sunlight Peaks Financial Partners, LLC (Sparks MD)
IA
Issued 05/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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