Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha McComas is a financial advisor registered with Fidelity Personal and Workplace Advisors in Covington, Kentucky. Samantha has been in the financial industry since 2008. Prior to joining Fidelity Personal and Workplace Advisors, Samantha was a registered representative with Fifth Third Securities, Inc. and Fidelity Brokerage Services LLC. Samantha has a Series 7, Series 63 and Series 66 license and specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
1
2
KY
03/15/2019 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
06/29/2018 - 02/15/2019
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KY
10/20/2011 - 08/07/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
07/21/2010 - 10/05/2011
MORGAN STANLEY SMITH BARNEY (FLORENCE KY)
KY
10/25/2007 - 09/26/2011
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
BOTH
Issued 12/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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