Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samir? Claim Your ProfileSamir Murty is a registered investment advisor representative with Orgel Wealth Management, LLC. Samir is a chartered financial analyst and has been in the industry since 2004. Samir is licensed in California, Minnesota, Texas and Wisconsin and offers financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
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.
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WI
10/11/2013 - Present
Orgel Wealth Management, LLC (ALTOONA WI)
WI
09/17/2004 - 10/24/2013
RBC CAPITAL MARKETS, LLC (EAU CLAIRE WI)
BOTH
Issued 07/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2006
Series 4 - Registered Options Principal Examination
BC
Issued 05/26/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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