Unclaimed
Samantha Green Scher is a financial advisor based in Jersey City, NJ. Samantha has been working in the financial industry since 2009 and is registered with Lord, Abbett & Co. LLC. Samantha is a Registered Representative and Investment Advisor Representative, holding Series 3, 7, 63, and 65 licenses. Samantha specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Impersonal investment advisory services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
11/25/2013 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
NY
01/15/2009 - 08/23/2013
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
IA
Issued 11/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2014
Series 3 - National Commodity Futures Examination
BC
Issued 01/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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