Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Jackson-kittle is a financial advisor who has been in the industry since 2009. Samantha is currently registered with Sovran Advisors, LLC and is a registered principal. Samantha is a licensed advisor in Arizona, California, and Washington.
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.
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
CA
02/23/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
04/10/2019 - 03/05/2024
MML INVESTORS SERVICES, LLC (Los Angeles CA)
NY
05/03/2018 - 04/08/2019
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
CA
06/08/2011 - 04/20/2018
NYLIFE SECURITIES LLC (GLENDALE CA)
AZ
11/22/2010 - 03/11/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
NC
06/25/2010 - 11/01/2010
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
AZ
01/01/2009 - 06/17/2010
NYLIFE SECURITIES LLC (SCOTTSDALE AZ)
BOTH
Issued 05/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Samantha Jackson-kittle is the right advisor for you? Invested Better is here to help.
