Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samia? Claim Your ProfileSamia Ashley Adlesh is an investment advisor representative at LNW. Samia is a Certified Financial Planner and has been in the financial industry since October 2014. Samia's experience includes working at Pricewaterhousecoopers (PwC) and Wetherby Asset Management. Samia is registered with the state of California as an Investment Advisor Representative. Samia specializes in providing financial planning, educational seminars, and portfolio management for individuals and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
01/01/2025 - Present
LNW (SAN FRANCISCO CA)
Active
Inactive
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