Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Sindledecker is a financial advisor who has been in the industry since June 2014. Samantha currently works at Dynasty Wealth Management, LLC and has been with the firm since July 2020. Prior to that, Samantha worked at UBS Financial Services Inc. and Capital Guardian, LLC. Samantha is licensed in Florida and New York. She holds the Series 66, SIE and Series 7 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
FL
07/14/2020 - Present
Dynasty Wealth Management, LLC (ST. PETERSBURG FL)
NY
04/12/2017 - 01/12/2018
PURSHE KAPLAN STERLING INVESTMENTS (NEW YORK NY)
FL
08/03/2015 - 01/04/2017
CAPITAL GUARDIAN, LLC (ft lauderdale FL)
FL
06/19/2014 - 08/11/2015
UBS FINANCIAL SERVICES INC. (FT. LAUDERDALE FL)
BOTH
Issued 10/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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