Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Maxwell Blechman is a registered investment advisor representative with USI Securities, Inc., a firm with a strong presence in both Connecticut and Georgia. Sam has been working in the financial industry since 2017 and holds the Series 7TO, SIE, and Series 66 licenses. Sam's prior experience includes roles at Amerprise Financial Services, LLC. Sam is currently working at the Atlanta office of USI Securities, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Bundled consulting and advisory fees
1
2
GA
06/06/2022 - Present
USI Securities, Inc. (Atlanta GA)
GA
09/04/2020 - 05/13/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Atlanta GA)
BOTH
Issued 10/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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