Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Myers is a registered representative with Charles Schwab & Co., Inc. in Omaha, Nebraska. Samantha has been in the securities industry since July 16, 2023. Samantha is licensed in Nebraska. Samantha holds Series 63, Series 6TO, and SIE licenses. Prior to joining Charles Schwab & Co., Inc., Samantha worked at PACIFIC SELECT DISTRIBUTORS, LLC.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
07/16/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
06/23/2023 - 06/21/2024
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
BC
Issued 07/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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