Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samm? Claim Your ProfileSamm Edward Tague is a financial advisor with over 40 years of experience in the industry. Samm is currently registered with Mutual Of Omaha Investor Services, Inc. and has been with the firm since 1992. Samm is a registered representative and investment advisor representative with the firm. Samm has held several previous positions at other firms including John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and Mutual Of Omaha Fund Management Company. Samm is a Series 63, 65, and 6TO licensed professional and holds the SIE designation. Samm specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
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.
Promoter fees and third party money manager fees
1
2
MO
04/27/2010 - Present
Mutual OF Omaha Investor Services, Inc. (St. Louis MO)
MA
11/21/1978 - 08/19/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/21/1978 - 08/19/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
07/07/1992 - 07/29/1992
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 04/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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