Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha M. Vassallo is a registered representative with Truist Advisory Services, Inc. and has been in the industry since June 2008. Samantha has been active in the broker-dealer and investment advisor industry for over 15 years. Samantha is currently registered with 14 states, including Alabama, California, Colorado, Connecticut, Florida, Georgia, Minnesota, Missouri, New Jersey, Ohio, Oklahoma, Oregon, Tennessee, and Texas. Samantha has also passed the Series 66, Series 7, and SIE exams. Samantha is a financial advisor who provides financial planning, portfolio management, and other advisory services. Samantha also offers wrap fee products and financial profiling services using desktop software.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
09/14/2016 - Present
Truist Advisory Services, Inc. (BOCA RATON FL)
BOTH
Issued 07/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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