Unclaimed
Samantha Paige Kintzle is a registered investment advisor representative with Principal Asset Management, a firm with over 16 licensed agents, 123 investment adviser representatives, and 277 registered representatives. Samantha Kintzle is also registered with the state of Iowa. Samantha Paige Kintzle has been in the industry since April 17, 2018. Samantha Paige Kintzle previously worked for PRINCIPAL SECURITIES, INC.. Samantha Paige Kintzle has earned several licenses, including a Series 66, Series 7, and the Securities Industry Essentials Examination (SIE). Samantha Paige Kintzle has a total of 51 approved state registrations. Principal Asset Management specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. The firm also offers other investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
IA
09/10/2018 - Present
Principal Asset Management (DES MOINES IA)
IA
05/03/2018 - 12/26/2018
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 09/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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