Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Sennett has been in the financial services industry since March 1997. Samantha is registered with The Ameriflex Group in Santa Barbara, CA and is licensed to provide investment advice. Samantha's experience includes working with individuals, high-net-worth individuals, corporations, businesses, and pension plans. Samantha provides a range of financial planning and investment advisory services.
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.
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
NV
11/23/2020 - Present
THE Ameriflex Group (LAS VEGAS NV)
CA
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SANTA BARBARA CA)
CA
01/24/2001 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (SANTA BARBARA CA)
AZ
10/01/1997 - 12/31/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
02/26/1997 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
BC
Issued 03/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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