Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Elizabeth Hunter is an active financial professional with over 12 years of experience in the industry. Samantha has worked with Osaic FS, Inc. and Osaic FA, Inc. Samantha holds licenses for both Series 6 and Series 7 and is a registered representative for both firms. Samantha is also a licensed Investment Advisor Representative and has passed the Series 63 and Series 65 examinations. Samantha has worked with clients of all types and is familiar with a variety of investment products. She has helped her clients build their financial portfolios and achieve their financial goals.
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.
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.
Retirement plan consulting services provided on limited basis.
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.
1
2
PA
03/23/2022 - Present
Osaic FS, Inc. (RADNOR PA)
SC
11/13/2014 - 02/07/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
10/24/2007 - 12/05/2008
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
11/21/2005 - 10/12/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
PA
11/05/2004 - 11/08/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 02/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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