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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Blakewell is a financial advisor with Fidelity Personal and Workplace Advisors. Sam has been in the financial services industry since 2020 and holds a Series 66, Series 7TO, Series 9 and Series 10 licenses. Sam is also a Certified Financial Planner. Sam is registered with the state of Texas and California and is currently active with both states. Sam specializes in retirement planning, insurance, college savings, investments and estate planning. Sam has worked with several previous firms including LPL Financial and Avantax Investment Services.
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.
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.
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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2
CA
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (SACRAMENTO CA)
CA
05/17/2021 - 07/11/2022
LPL FINANCIAL LLC (SAN LUIS OBISPO CA)
CA
11/23/2020 - 05/21/2021
AVANTAX INVESTMENT SERVICES, INC. (San Luis Obispo CA)
BOTH
Issued 12/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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