Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sammer? Claim Your ProfileSammer Miqbel is a financial advisor at Raymond James Financial Services Advisors, Inc. Sammer holds the Series 6, Series 7, Series 63, and Series 66 licenses. Sammer has been in the industry since April 12, 2017, working with clients in Arizona, California, Connecticut, Delaware, Georgia, Hawaii, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New York, North Carolina, Ohio, Oklahoma, South Carolina, Texas, Utah, Virginia, and Wisconsin. Sammer works with individual investors, high-net-worth individuals, corporations, and institutions. Sammer's expertise includes financial planning, portfolio management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AZ
06/16/2021 - Present
Raymond James Financial Services Advisors, Inc. (Sun City AZ)
AZ
10/22/2019 - 05/26/2021
WELLS FARGO CLEARING SERVICES, LLC (SUN LAKES AZ)
AZ
11/06/2017 - 08/30/2019
U.S. BANCORP INVESTMENTS, INC. (SUN CITY AZ)
AZ
02/09/2017 - 11/15/2017
WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)
BOTH
Issued 01/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sammer Miqbel is the right advisor for you? Invested Better is here to help.
