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Samantha Rotvold

Clarendon Insurance Agency, Inc.

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About Samantha Rotvold

Samantha Rotvold is a registered representative with Clarendon Insurance Agency, Inc. Samantha has been in the industry since February 2022. Samantha has passed the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE).

Firm Information

Samantha Rotvold is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Samantha Rotvold’s Registration & Firm History

IN

02/14/2022 - Present

Clarendon Insurance Agency, Inc. (Zionsville IN)

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Licenses & Designations

BC

Issued 02/12/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samantha Rotvold.
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