Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Rouillier is a financial advisor registered with Fidelity Personal and Workplace Advisors. Samantha has been in the industry since January 2019 and has earned Series 7TO, Series 63, Series 65, and SIE licenses. Samantha currently serves clients in Tennessee and Texas, and holds active registrations in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Washington, Wisconsin, and Wyoming. Prior to Fidelity Personal and Workplace Advisors, Samantha was with Raymond James Financial Services, Inc. and Fidelity Brokerage Services 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.
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.
1
2
TN
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (FRANKLIN TN)
TN
06/02/2020 - 05/20/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
TN
01/29/2019 - 06/11/2020
FIDELITY BROKERAGE SERVICES LLC (GERMANTOWN TN)
IA
Issued 11/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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