Unclaimed
Samantha Lavrich is an investment advisor representative with The Fairman Group, LLC. Samantha has been working in the financial services industry for over 3 years. Samantha holds the Series 7, Series 66 and SIE securities licenses. Samantha has a background in the financial services industry and holds a Bachelor of Science degree in Finance from Wagner College. Samantha is currently registered with the state of Pennsylvania.
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.
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
PA
03/29/2022 - Present
THE Fairman Group, LLC (CHESTERBROOK PA)
PA
07/10/2018 - 09/17/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
BOTH
Issued 05/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Samantha Lavrich is the right advisor for you? Invested Better is here to help.