Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Trushenski is a registered representative with Wells Fargo Clearing Services, LLC. Sam has been in the financial industry since 2006, and is registered to provide investment advice in several states. Prior to working with Wells Fargo Clearing Services, LLC, Sam was with Hartford Investment Financial Services, LLC. Sam holds licenses in several areas including Series 7TO, Series 6, Series 63, and Series 65 exams, and holds specialized knowledge in several areas of financial planning.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
12/15/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
PA
12/13/2006 - 06/15/2007
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)
IA
Issued 11/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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