Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samer? Claim Your ProfileSamer Hilal is an investment advisor representative with Stratos Wealth Partners, Ltd. Samer has over 25 years of experience in the financial services industry and holds several industry licenses and designations. Samer has a proven track record of success in providing investment advisory services to a wide range of clients, including individuals, families, businesses, and institutions. Samer is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He is an active member of the community and is passionate about giving back to those in need. Samer Hilal has been an Investment Advisor Representative with Stratos Wealth Partners, Ltd. since July 2020 and has also worked with J.P. Morgan Securities LLC and Chase Investment Services Corp. Samer Hilal's clients have access to a comprehensive range of financial services, including investment management, financial planning, retirement planning, and estate planning. Samer Hilal is committed to building long-term relationships with his clients and helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
07/16/2020 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OH
10/01/2012 - 06/15/2020
J.P. MORGAN SECURITIES LLC (BEACHWOOD OH)
OH
09/23/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BEACHWOOD OH)
NY
08/08/1995 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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