Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Denise Newsom is an Investment Advisor Representative associated with Ally Invest Advisors. Samantha has been in the industry since 2008. Samantha is currently registered with the state of North Carolina and Texas, and has previously been registered with the states of Texas. Samantha is licensed to provide financial planning and portfolio management services to individuals and high net worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
10/25/2022 - Present
Ally Invest Advisors (CHARLOTTE NC)
TX
01/03/2012 - 02/11/2020
TD AMERITRADE, INC. (Southlake TX)
TX
05/17/2011 - 09/25/2013
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
06/23/2008 - 05/17/2011
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 10/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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