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Sam Wilson

National Financial Services LLC

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About Sam Wilson

Sam Wilson is a financial professional registered with National Financial Services LLC. Sam Wilson has a Series 7, Series 24 and SIE license. Sam Wilson has previous experience with MML Investors Services, LLC and MSI Financial Services, INC. Sam Wilson is based out of Boston, MA and has been in the industry since June 15, 2017. Sam Wilson is currently not registered in any states.

Firm Information

Sam Wilson is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sam Wilson’s Registration & Firm History

MA

10/26/2018 - Present

National Financial Services LLC (BOSTON MA)

NC

03/25/2017 - 07/10/2017

MML INVESTORS SERVICES, LLC (CHARLOTTE NC)

NC

03/01/2016 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 06/25/2016

Series 24 - General Securities Principal Examination

BC

Issued 07/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sam Wilson.
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