Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Salvas is a financial professional registered with Needham & Company, LLC. Sam has been in the industry since July 2021 and is licensed in 5 states. Sam is series 63, 86, 87 and SIE qualified. Sam specializes in securities research.
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.
Securities research
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.
Pursuant to csa agreements
1
2
MA
07/26/2021 - Present
Needham & Company, LLC (BOSTON MA)
BC
Issued 08/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/28/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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