Unclaimed
Samantha Marie Savage is a financial professional with over 10 years of experience in the industry. Currently, Samantha is a registered representative with Fidelity Brokerage Services LLC. Samantha previously worked for HD VEST INVESTMENT SERVICES, Fidelity Brokerage Services LLC, NATIONAL FINANCIAL SERVICES LLC, Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Samantha holds the Series 7, Series 6, Series 63 and SIE licenses.
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.
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.
1
2
TX
04/30/2019 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
06/21/2018 - 04/17/2019
HD VEST INVESTMENT SERVICES (Irving TX)
TX
12/21/2016 - 06/07/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
02/04/2009 - 12/14/2016
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
01/01/2008 - 08/20/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/22/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 05/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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