Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Trudell is a financial advisor with over 20 years of experience in the industry. She is currently registered with Wells Fargo Clearing Services, LLC and has previously been employed by Raymond James & Associates, Inc., Comerica Securities and Wells Fargo Advisors, LLC. Samantha holds the Series 7, Series 63, and Series 66 licenses. Samantha specializes in providing financial planning, investment consulting, and portfolio management services to individual and institutional clients.
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
MI
04/26/2023 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM MI)
MI
08/07/2018 - 04/27/2023
RAYMOND JAMES & ASSOCIATES, INC. (PLYMOUTH MI)
OH
01/07/2015 - 08/07/2018
WELLS FARGO CLEARING SERVICES, LLC (TOLEDO OH)
MI
11/01/2012 - 01/08/2015
RAYMOND JAMES & ASSOCIATES, INC. (GROSSE POINTE FARMS MI)
MI
07/27/2011 - 11/02/2012
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
03/24/2011 - 07/21/2011
WELLS FARGO ADVISORS, LLC (FARMINGTON HILLS MI)
MI
07/18/2001 - 11/18/2010
WELLS FARGO ADVISORS, LLC (FARMINGTON HILLS MI)
BOTH
Issued 03/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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