Unclaimed
Samer Alnaham is a financial advisor at Janney Montgomery Scott LLC. Samer Alnaham has been in the financial services industry since 2011 and is licensed in Florida and Texas. Samer Alnaham specializes in providing financial planning, portfolio management and pension consulting services to a range of clients, including high-net-worth individuals, families, businesses, and retirement plans. Samer Alnaham is dedicated to helping clients achieve their financial goals and provides personalized advice and services to meet individual needs. Samer Alnaham is committed to providing exceptional service and building long-term relationships with 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.
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.
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.
Fee plus commission
1
2
FL
10/21/2019 - Present
Janney Montgomery Scott LLC (PALM BEACH GARDENS FL)
IA
Issued 04/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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