Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Apoian Spaulding is a financial advisor with GWN Securities Inc., and has over 9 years of experience in the industry. Sam is registered with the state of Florida and is currently licensed to provide financial services through GWN Securities Inc. Sam offers a variety of financial services to individuals and businesses, including financial planning, market timing services, and portfolio management.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
01/04/2023 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
12/23/2013 - 12/31/2022
VOYA FINANCIAL ADVISORS, INC. (CORAL SPRINGS FL)
BC
Issued 02/16/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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