Unclaimed
Samantha Maria Prusia is a financial professional with over 5 years of experience in the industry. Samantha is currently registered with Cetera Investment Advisers LLC and is licensed in California, New Jersey, and Pennsylvania. Samantha's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Samantha also provides educational seminars for clients. Samantha is committed to providing her clients with the highest level of service and guidance to help them achieve their financial goals.
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
NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (PHILLIPSBURG NJ)
CA
02/14/2022 - 06/02/2022
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
IL
02/14/2022 - 06/02/2022
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
02/14/2022 - 06/02/2022
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
CA
05/22/2020 - 06/02/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
10/30/2018 - 06/02/2022
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 10/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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