Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Heinz is a registered representative and investment advisor representative with LPL Financial LLC. Samantha has been in the industry since 2019 and is licensed to provide financial services in 53 states, including North Carolina and South Carolina. She is also a registered investment advisor in North Carolina, South Carolina, and Texas. Samantha holds Series 7, 66, and SIE licenses and has taken the Uniform Combined State Law Examination. Samantha's previous roles include working as a financial advisor and a sales representative for several companies. Samantha is currently employed by LPL Financial LLC and has worked for them since 2022.
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.
Consulting and other non-discretionary 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.
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
SC
04/18/2024 - Present
LPL Financial LLC (FORT MILL SC)
BOTH
Issued 04/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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