Unclaimed
Samantha Dwyer is a financial advisor with Empower Advisory Group, LLC. Samantha has been in the financial services industry since 2014. Samantha has a Series 63, Series 66, Series 7, Series 6TO and SIE licenses. Samantha is also a Certified Financial Planner. Samantha has previously worked for Robert W. Baird & Co. Incorporated, VANGUARD MARKETING CORPORATION, The Vanguard Group, Inc. and Personal Capital Advisors Corporation. Empower Advisory Group, LLC provides financial advice to individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Samantha provides financial planning, portfolio management for individuals, and educational seminars.
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.
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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2
CO
04/06/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
TN
10/01/2015 - 04/06/2021
ROBERT W. BAIRD & CO. INCORPORATED (NASHVILLE TN)
PA
01/08/2014 - 07/23/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 06/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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