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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samara? Claim Your ProfileSamara Lewinson is an investment advisor representative with Avantax Advisory Services. Samara has been in the financial services industry since 2014 and holds a Series 63, Series 66 and Series 7 licenses. Samara also has experience in legal and accounting services through her work with Hornstein Law Offices. Samara is licensed in Arizona, California, Maryland and Washington. Samara provides advisory services to corporations, individuals, pension and profit-sharing plans, high-net-worth individuals. The firm provides a variety of financial planning services including portfolio management.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
05/02/2024 - Present
Avantax Advisory Services (Woodland Hills CA)
CA
12/08/2014 - 07/05/2017
LPL FINANCIAL LLC (WOODLAND HILLS CA)
BOTH
Issued 07/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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