Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Lynn Thorn is a financial advisor who has been working in the financial services industry since March 2013. Samantha holds a Series 7TO, Series 63 and SIE licenses, and is a Certified Financial Planner. Samantha currently works at Marks Group Wealth Management, Inc. Samantha has previously worked for LPL Financial LLC and Murphy Pohlad Asset Management LLC. Samantha specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Samantha has over 10 years of experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Samantha has worked for Marks Group Wealth Management, Inc. since March 2019 and is a registered investment advisor representative with the state of Minnesota.
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
MN
08/23/2019 - Present
Marks Group Wealth Management, Inc. (MINNETONKA MN)
MN
07/01/2019 - 12/31/2021
LPL FINANCIAL LLC (MINNETONKA MN)
BC
Issued 08/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Samantha Thorn is the right advisor for you? Invested Better is here to help.
