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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 Ediger is a financial advisor who has been in the industry since August 1993. Samantha is currently registered with Morgan Stanley, and is also registered in Colorado and Texas as an Investment Advisor Representative. Samantha has experience with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Samantha has several licenses and designations, including Series 63, 65, 66 and 7.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CO
11/21/2019 - Present
Morgan Stanley (Boulder CO)
CO
01/03/2011 - 12/02/2019
WELLS FARGO CLEARING SERVICES, LLC (DENVER CO)
CO
03/03/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BRIGHTON CO)
CO
08/16/1993 - 03/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
BOTH
Issued 03/08/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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