Unclaimed
Samantha Ruth Jenkins is a financial advisor with Raymond James Financial Services Advisors, Inc. Samantha has been in the industry since 2021 and is registered with the state of Kentucky, as well as several other states. Samantha has been affiliated with several firms throughout her career, including Ameriprise Financial Services, LLC and LPL Financial LLC. Samantha holds Series 7TO, SIE, and Series 66 licenses. Samantha is a Registered Representative and Investment Advisor Representative. Samantha's firm has been operating for over 50 years and provides a wide range of financial services, including investment management, financial planning, and retirement planning. Samantha offers hourly and fixed-rate consultations in addition to providing financial planning and portfolio management services.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
03/04/2024 - Present
Raymond James Financial Services Advisors, Inc. (Louisville KY)
KY
03/23/2021 - 05/25/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Crestwood KY)
KY
03/06/2020 - 01/27/2021
LPL FINANCIAL LLC (LOUISVILLE KY)
BOTH
Issued 10/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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