Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Balboni is an investment advisor representative with Osaic Wealth, Inc. Samantha has been in the financial services industry since April 1996. Samantha holds FINRA Series 6, 7TO, 63 and 65 licenses. Samantha has been registered with Osaic Wealth, Inc. since January 2025. Previously, Samantha was registered with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Samantha Balboni is licensed in 31 states, including California, Arizona, Arkansas, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin. Samantha Balboni has earned designations and certifications to further her expertise in the financial services industry.
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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2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (SAN RAMON CA)
IN
04/16/1996 - 03/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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