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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 Bakke is a registered investment advisor representative with One Capital Management, LLC. Samantha has been in the financial industry since 2010 and has held previous roles with Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Samantha holds the Series 6, 7, 63 and 66 licenses and has specialized knowledge in the areas of investment companies, variable contracts, and retirement planning. Samantha provides financial planning, portfolio management and advisory consulting services to individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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
04/08/2021 - Present
ONE Capital Management, LLC (WESTLAKE VILLAGE CA)
CA
05/29/2018 - 04/07/2021
WELLS FARGO CLEARING SERVICES, LLC (GROVER BEACH CA)
CA
10/01/2012 - 06/06/2018
J.P. MORGAN SECURITIES LLC (CHICO CA)
CA
06/14/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PARADISE CA)
BOTH
Issued 09/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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