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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 Lain Keeler is a financial advisor registered in California and currently employed by Westhill Financial Advisors, Inc. Samantha's primary office is in San Rafael, California. Samantha has experience in the financial services industry since 2019 and has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Samantha earned their Series 7, Series 63, and Series 66 securities licenses. Samantha is also a Certified Financial Planner. Westhill Financial Advisors, Inc. provides financial planning, portfolio management for individuals, and pension consulting services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
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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CA
06/13/2024 - Present
Westhill Financial Advisors, Inc. (SAN RAFAEL CA)
AZ
12/03/2020 - 05/30/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
08/01/2019 - 10/23/2019
WELLS FARGO CLEARING SERVICES, LLC (MESA AZ)
BOTH
Issued 01/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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