Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Rose Gill is a financial advisor registered with Wells Fargo Clearing Services, LLC. Samantha has been in the industry since 2015. She holds a Series 6, 7, 63, and 66 license. Samantha is also licensed to advise in 38 states and 2 other jurisdictions. Samantha offers a variety of financial services including financial planning, investment consulting services to institutional clients, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
05/09/2017 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
TX
07/29/2016 - 02/13/2017
MORGAN STANLEY (DALLAS TX)
CO
01/06/2016 - 05/06/2016
WELLS FARGO ADVISORS, LLC (BOULDER CO)
TX
01/30/2015 - 09/09/2015
FIRST INVESTORS CORPORATION (FORT WORTH TX)
BOTH
Issued 02/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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