Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Alewine is a financial advisor at Rockefeller Financial LLC. Samantha has been a registered representative in the financial services industry since September 11, 2022. Samantha holds the Series 66, Series 63, Series 7 and SIE licenses and is registered in 22 states as a broker-dealer. Samantha is also registered as an investment advisor representative in Georgia and Texas. Samantha is committed to helping her clients achieve their financial goals through personalized financial planning and investment management services. Samantha has over 8 years of experience in the financial services industry. Samantha previously worked at DFA Securities LLC as a financial advisor, and also worked at Lockton Companies. Samantha specializes in providing financial planning and investment management services to high-net-worth individuals, families, corporations, and charitable organizations.
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.
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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GA
01/30/2024 - Present
Rockefeller Financial LLC (ATLANTA GA)
NC
09/12/2022 - 09/18/2023
DFA SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 01/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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