Unclaimed
Samantha Alise Slayton is a financial advisor registered with Cetera Investment Advisers LLC. Samantha has been in the financial industry since 2022 and holds a Series 66, Series 7TO, and SIE. She is registered to provide investment advice in Florida and Georgia. Samantha is also a Marketing Manager for Body's by Design.
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.
1
2
FL
09/04/2024 - Present
Cetera Investment Advisers LLC (TAMPA FL)
BOTH
Issued 08/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Samantha Slayton is the right advisor for you? Invested Better is here to help.