Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Dubuque is a registered investment advisor representative. Samantha is a registered representative of Vestor Capital, LLC, and has been active in the industry for 10 years. Samantha also previously worked for Vestor Capital Securities, LLC. Samantha has passed the Series 7, Series 63, Series 65, Series 99 and Series 99TO exams. She specializes in providing financial planning, portfolio management, and credit and cash management solutions for individuals, high net worth individuals, corporations, charitable organizations, and pension plans. Samantha's firm focuses on serving individuals, high net worth individuals, corporations, charitable organizations and pension plans.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs, and on credit and cash mgt solutions
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2
IL
02/10/2022 - Present
Vestor Capital, LLC (CHICAGO IL)
IL
11/06/2012 - 05/29/2020
VESTOR CAPITAL SECURITIES, LLC (CHICAGO IL)
BC
Issued 03/17/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2012
Series 99 - Operations Professional Examination
Active
Inactive
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