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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Frasier is a financial advisor with Cetera Investment Advisers LLC, located in Walker, LA. Samantha is a Registered Representative and Investment Advisor Representative. Samantha has been in the financial services industry for over 16 years. Prior to joining Cetera Investment Advisers LLC, Samantha worked at Hancock Whitney Investment Services Inc., BB&T Investment Services, Inc., Cambridge Investment Research, Inc., Chase Investment Services Corp., and American General Securities Incorporated. Samantha holds a Series 6, Series 7, Series 24, Series 63, and Series 65 license. Samantha specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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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LA
08/10/2022 - Present
Cetera Investment Advisers LLC (Walker LA)
LA
04/05/2016 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (DENHAM SPRINGS LA)
WV
03/15/2010 - 04/04/2016
BB&T INVESTMENT SERVICES, INC. (SUMMERSVILLE WV)
WV
06/02/2008 - 12/26/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (BECKLEY WV)
WV
07/09/2007 - 01/08/2008
CHASE INVESTMENT SERVICES CORP. (OAK HILL WV)
WV
08/01/2005 - 08/06/2007
AMERICAN GENERAL SECURITIES INCORPORATED (BECKLEY WV)
IA
Issued 08/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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