Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Verzi is a financial advisor with Kestra Private Wealth Services, LLC, and has been working in the industry since 2014. Samantha is registered with the state of Florida, as well as several other states including California, Georgia, New Jersey, New York, Pennsylvania, and Vermont. Samantha is a Series 66, Series 7 and SIE licensed professional. Samantha provides financial planning and investment advice to individuals, businesses, and organizations. She is committed to helping her clients achieve their financial goals. Prior to joining Kestra Private Wealth Services, LLC, Samantha was employed with UBS FINANCIAL SERVICES INC. and MORGAN STANLEY.
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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2
FL
05/03/2019 - Present
Kestra Private Wealth Services, LLC (Melbourne FL)
FL
09/15/2015 - 05/10/2019
UBS FINANCIAL SERVICES INC. (MELBOURNE FL)
FL
11/19/2014 - 09/15/2015
MORGAN STANLEY (MELBOURNE FL)
BOTH
Issued 07/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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