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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 McKee is a financial advisor at Sanctuary Advisors, LLC. Samantha has been in the financial services industry since November 2021 and holds Series 7, Series 66, and SIE licenses. Samantha is also a Certified Financial Planner. She is registered to provide investment advice in New Jersey and Pennsylvania. Samantha previously worked at Commonwealth Financial Network. Prior to entering the financial services industry, Samantha worked in several other industries, including education and food service. Samantha is committed to helping her clients achieve their financial goals. She works with a variety of clients, including individuals, families, and businesses.
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
PA
08/13/2024 - Present
Sanctuary Advisors, LLC (PHILADELPHIA PA)
PA
11/02/2021 - 08/12/2024
COMMONWEALTH FINANCIAL NETWORK (Langhorne PA)
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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