Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam P. Boutin is an investment professional registered in California. Sam is associated with City National Securities, Inc. and is located in Los Angeles, CA. Sam's primary business is providing investment advisory services for individuals, businesses, and investment companies. Sam is also qualified to provide financial planning advice. Sam offers services that include portfolio management and selection of other advisers. Sam has held their Series 79TO, Series 63, and SIE licenses since December 2021.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
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2
CA
12/15/2021 - Present
City National Securities, Inc. (Los Angeles CA)
BC
Issued 10/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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