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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Marie Booth is a financial advisor at Hudson Valley Investment Advisors, Inc. Samantha has been in the industry since 2019, holding licenses in New York. Previously, Samantha worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Samantha earned her Series 66, Series 7TO and SIE licenses. Samantha has experience in investment and 1031 exchange consulting services, financial planning, pension consulting and selection of other advisors. Samantha works with a wide range of clients including individuals, high net worth individuals, corporations, investment companies, charitable organizations and pension and profit sharing plans.
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.
Strategic management for diversified investment portfolios.
Investment and 1031 exchange consulting services
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.
Plan assets under advisement
1
2
NY
03/17/2022 - Present
Hudson Valley Investment Advisors, Inc. (GOSHEN NY)
NJ
06/12/2019 - 02/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUMMIT NJ)
BOTH
Issued 08/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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