Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha R. Webster is a financial advisor with over 20 years of experience in the industry. Samantha is currently registered with Osaic Wealth, Inc. and Ciccarelli Advisory Services Inc. Samantha has also held previous positions with FSC Securities Corporation, American Portfolios Financial Services, Inc., UBS Financial Services Inc., and Citigroup Global Markets Inc. Samantha is a Certified Financial Planner and holds Series 7, 31, 63, and 65 licenses. Samantha specializes in providing financial planning and investment advice to individuals, families, and businesses.
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.
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.
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.
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2
NY
11/03/2023 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
06/07/2012 - 11/03/2023
FSC SECURITIES CORPORATION (ROCHESTER NY)
NY
01/14/2011 - 04/20/2012
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
02/26/2009 - 07/12/2010
UBS FINANCIAL SERVICES INC. (ROCHESTER NY)
NY
05/30/2001 - 03/19/2009
CITIGROUP GLOBAL MARKETS INC. (ROCHESTER NY)
IA
Issued 08/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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