Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Maney is a registered representative with J.p. Morgan Securities LLC. Samantha has been in the industry since August 1, 2013 and is registered in 53 states and the District of Columbia. Samantha is also a registered investment advisor representative in two states. Samantha is currently working from the Plano, TX branch office of J.p. Morgan Securities LLC. Samantha has previously worked for FORESIDE FUND SERVICES, LLC and U.S. GLOBAL BROKERAGE, INC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
09/08/2017 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
05/15/2015 - 11/13/2015
FORESIDE FUND SERVICES, LLC (San Antonio TX)
TX
01/21/2013 - 05/18/2015
U.S. GLOBAL BROKERAGE, INC. (SAN ANTONIO TX)
BOTH
Issued 08/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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