Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Wells is a financial advisor registered with Lincoln Investment and Capital Analysts. Samantha is located in Pensacola, FL and has been in the financial industry since 2004. Samantha has licenses to conduct business in a number of states including Florida, Texas, Alabama, California, Georgia, Illinois, Iowa, Louisiana, Maryland, Michigan, Missouri, New Jersey, New York, North Carolina, Oklahoma, South Carolina, Tennessee, and Wisconsin. Samantha holds the Series 6, Series 63 and Series 65 licenses as well as the SIE. Samantha specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/27/2024 - Present
Lincoln Investment (Pensacola FL)
FL
12/28/2015 - 03/15/2016
SIGNATOR INVESTORS, INC. (TALLAHASSEE FL)
FL
09/10/2004 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (TALLAHASSEE FL)
BC
Issued 07/12/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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