Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha MacMullen is a registered representative and investment advisor representative. Samantha holds the Series 66, 7TO, and SIE licenses. Samantha is currently employed by Valley Financial Management, Inc. and Valley Wealth Managers, Inc. Samantha has been in the industry since July 2023. Samantha is registered in New York to provide investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/05/2024 - Present
Valley Financial Management, Inc. (New York NY)
BOTH
Issued 05/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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