Unclaimed
Samantha Feest is a financial advisor at Edward Jones. Samantha is licensed in 17 states and holds the Series 7TO and Series 66 securities licenses as well as the SIE exam. Samantha has worked in the financial industry since 2023. She provides financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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.
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.
See schedule d - miscellaneous
1
2
WI
12/04/2023 - Present
Edward Jones (NEOSHO WI)
BOTH
Issued 11/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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