Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Lompado is an Investment Advisor Representative at Consolidated Portfolio Review Corp. Samantha has been in the financial services industry since 2011. Samantha's specializations include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Samantha provides a wide range of services to her clients, including financial planning, investment management, and retirement planning. Samantha has a passion for helping individuals and families achieve their financial goals.
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.
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
NY
05/22/2023 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
NJ
11/02/2018 - 05/04/2023
ROYAL ALLIANCE ASSOCIATES, INC. (PENNINGTON NJ)
PA
04/13/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (BENSALEM PA)
NJ
11/21/2012 - 04/20/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PRINCETON NJ)
IA
Issued 08/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Samantha Lompado is the right advisor for you? Invested Better is here to help.
