Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Kaufman is an Investment Advisor Representative with Global Retirement Partners LLC, a registered investment adviser headquartered in San Rafael, CA. Samantha has been in the industry for over five years and has worked for several firms, including Equitable Advisors, LLC and Commonwealth Financial Network. Samantha is registered in Maryland, Texas and Virginia and holds Series 7TO, Series 63 and Series 65 licenses. Samantha specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and businesses. Samantha and the firm provide services to a broad range of clients, including individuals, high-net-worth individuals, corporations, trusts, pension and profit sharing plans, and charitable organizations.
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.
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.
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2
MD
10/31/2023 - Present
Global Retirement Partners LLC (Bethesda MD)
MD
07/18/2023 - 11/01/2023
COMMONWEALTH FINANCIAL NETWORK (BETHESDA MD)
NY
01/18/2022 - 06/30/2022
EQUITABLE ADVISORS, LLC (SYRACUSE NY)
MD
03/02/2019 - 05/10/2021
EQUITABLE ADVISORS, LLC (COLUMBIA MD)
IA
Issued 02/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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