Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Louise Millick is an investment advisor representative at Cetera Investment Advisers LLC. Samantha has been in the industry for over a year and has a Series 66, Series 7TO, and SIE license. Samantha has experience working with clients of all types, including individuals, families, businesses, and retirement plans. Samantha is committed to providing her clients with personalized financial advice and guidance. Samantha's previous work experience includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Samantha is also a client service associate at Egan, Berger and Weiner LLC. Samantha's specialization is in financial planning, pension consulting, 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.
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.
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2
VA
08/21/2023 - Present
Cetera Investment Advisers LLC (VIENNA VA)
PA
08/30/2022 - 08/22/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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