Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Bakou is a financial advisor with Sora Wealth, LLC. Sam is a Certified Financial Planner with over 20 years of experience in the financial services industry. Sam provides financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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.
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IL
05/07/2021 - Present
Sora Wealth, LLC (LINCOLNWOOD IL)
IL
08/26/2002 - 12/04/2008
LPL FINANCIAL CORPORATION (ARLINGTON HTS IL)
IL
12/02/1998 - 09/07/2000
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IL
07/27/1998 - 12/07/1998
HORWITZ & ASSOCIATES, INC. (HIGHLAND PARK IL)
IA
Issued 11/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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