Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Marie Larew is a registered investment advisor representative at Manning & Napier Advisors, LLC. Samantha has been in the industry since March 2006. Samantha's registrations are currently active in New York. Samantha holds a Series 6, Series 7, Series 24, Series 26, Series 63, Series 66, Series 99TO and SIE. Samantha has held previous roles at Wall Street Financial Group, Inc. and Manning & Napier Investor Services, Inc. Samantha specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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.
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.
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.
Mna may negotiate the fee for customized portfolios and services
1
2
NY
07/29/2021 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
NY
10/11/2007 - 07/16/2009
WALL STREET FINANCIAL GROUP, INC. (FAIRPORT NY)
NY
05/19/2005 - 10/25/2007
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
BOTH
Issued 04/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/06/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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