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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Jane Barrett is a financial advisor registered with Ameriprise Financial Services, LLC in California. Samantha Jane Barrett has been in the financial services industry since 2019. Samantha Jane Barrett is also registered as an Investment Advisor Representative (IAR) with the state of California. Samantha Jane Barrett is licensed to provide financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Samantha Jane Barrett has experience working with a variety of clients including high net worth individuals, corporations, and charitable organizations. Samantha Jane Barrett is committed to providing her clients with the highest level of service and expertise.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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CA
11/21/2023 - Present
Ameriprise Financial Services, LLC (Roseville CA)
CA
05/23/2019 - 10/29/2019
SCF SECURITIES, INC. (ROSEVILLE CA)
BOTH
Issued 11/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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