Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Postich is a financial advisor with over 30 years of experience in the industry. Sam is currently registered with Osaic Wealth, Inc. in Oklahoma. Sam's prior registrations include Woodbury Financial Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Copeland Equities, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Sam specializes in providing financial planning, portfolio management, and pension consulting services. Sam also offers educational seminars to clients. Sam holds Series 6, 63, and 65 licenses. Sam is a Chartered Financial Consultant.
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.
Guidance on pension options to ensure a secure financial future.
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
OK
01/19/2024 - Present
Osaic Wealth, Inc. (OKLAHOMA CITY OK)
OK
02/09/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
OK
10/07/1998 - 02/12/2007
METLIFE SECURITIES INC. (OKLAHOMA CITY OK)
OK
10/07/1998 - 02/12/2007
METROPOLITAN LIFE INSURANCE COMPANY (OKLAHOMA CITY OK)
NJ
07/12/1993 - 10/02/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
IN
12/23/1991 - 07/14/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/23/1991 - 07/14/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 07/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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