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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 Bellamy is a financial advisor at Morgan Stanley with over 23 years of experience in the industry. Sam has a broad range of experience, working previously with Citigroup Global Markets Inc. and UBS Financial Services Inc. Sam is registered with FINRA and holds the Series 3, 7, and 63 licenses, as well as the Series 65 license. Sam also holds the SIE designation. In addition to being a Certified Financial Planner™, Sam is also registered as an investment advisor in Arizona, Colorado, Connecticut, Florida, Georgia, Massachusetts, Michigan, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia and Washington. Sam is dedicated to providing clients with personalized financial advice and solutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
01/17/2025 - Present
Morgan Stanley (Winter Park FL)
FL
06/01/2009 - 08/01/2012
MORGAN STANLEY SMITH BARNEY (WINTER PARK FL)
FL
03/19/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2004
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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