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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 Panagos is an investment advisor representative at Fidelity Personal and Workplace Advisors. Samantha is registered with the state of Florida, Massachusetts, New Jersey, New York and Texas. Samantha has been in the securities industry since 2013. Samantha has 5 years of experience in the investment advisory field. She holds the Series 7, 63, 66, 9 and 10 licenses. Samantha is also a licensed Investment Advisor Representative in Florida and Texas. Samantha specializes in financial planning, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Samantha is associated with Fidelity Personal and Workplace Advisors, which is a registered investment advisor with the SEC. Samantha is also a Director of the Four Midtown Miami Condo Association, 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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 09/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/07/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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