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Sami Oudeh

Touchstone Advisors Inc.

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About Sami Oudeh

Sami Oudeh is a financial advisor who is registered with the state of Ohio. Sami is a member of Touchstone Advisors Inc. and has been in the financial services industry since 2022. Sami has passed the Series 7, Series 66, and Series 24 exams. Sami holds a degree in business administration from the University of Kentucky.

Firm Information

Sami Oudeh is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sami Oudeh’s Registration & Firm History

OH

10/26/2022 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 10/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2022

Series 24 - General Securities Principal Examination

BC

Issued 05/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sami Oudeh.
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