Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Nicole Shopov is a registered representative with Morningstar Investment Services LLC. Samantha has been in the industry since January 2020 and has a Series 7TO and SIE license. Samantha holds a Series 7TO license and has been working in the financial industry for over two years. Samantha is located in Chicago, Illinois and has experience serving clients including individuals, corporations, charitable organizations and foundations. Samantha has previously worked at Hightower Securities, 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.
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.
Aua
1
2
IL
11/07/2022 - Present
Morningstar Investment Services LLC (CHICAGO IL)
IL
03/30/2021 - 08/23/2021
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
BC
Issued 03/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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