Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Coulombe is a financial advisor who has been in the industry for over 7 years. She has held various roles in financial services, including working for Northwestern Mutual and MML Investors Services, LLC. Samantha Coulombe is currently registered with FINRA and the state of New York. She holds the Series 7TO, 63, 65, and SIE licenses. Samantha Coulombe is licensed to offer investment advisory services in several states, including New York, California, Colorado, Connecticut, District of Columbia, Georgia, Maine, Maryland, Massachusetts, Michigan, New Jersey, Pennsylvania, and Virginia.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
02/03/2022 - Present
MML Investors Services, LLC (New York NY)
NY
09/24/2021 - 11/16/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WHITE PLAINS NY)
IA
Issued 01/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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