Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Wilker is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Samantha has been working in the financial services industry since March 28, 2011. Samantha is licensed in Michigan and Texas and holds the Series 66, Series 7, Series 9, and Series 10 licenses. Samantha previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomfield Hills, Michigan. Samantha offers financial planning, educational seminars, and portfolio management for individuals and businesses. Samantha is also a partner in a lawn care service.
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.
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2
MA
06/05/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
03/21/2011 - 01/04/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
BOTH
Issued 05/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/16/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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