Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha McGrievy Willenborg is a financial advisor with over 20 years of experience in the financial services industry. Samantha is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Samantha previously worked for FIRST CLEARING, LLC and SCUDDER DISTRIBUTORS, INC.. Samantha is a Series 6, 63, 27 and 99TO licensed professional, and holds an active Series SIE license. Samantha specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/27/2014 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
01/27/2014 - 11/22/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
IL
02/20/2002 - 07/16/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BC
Issued 04/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2012
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Samantha Willenborg is the right advisor for you? Invested Better is here to help.
