Unclaimed
Samantha Riane Dichiacchio is a registered representative with Kovack Advisors, Inc. She is also a registered investment advisor. Samantha has been in the financial services industry since 2014. Samantha holds Series 7, SIE and Series 66 licenses. Samantha has previously been employed by Morgan Stanley. Samantha works with individuals, families, businesses and retirement plans. Samantha specializes in financial planning, portfolio management, and selection of other advisors. Samantha's clients include individuals, corporations, banking institutions, and pension plans.
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.
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
FL
06/30/2016 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
NY
10/26/2015 - 06/10/2016
MORGAN STANLEY (PURCHASE NY)
NY
05/20/2014 - 06/18/2015
MORGAN STANLEY (ALBANY NY)
BOTH
Issued 04/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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