Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sammy? Claim Your ProfileSammy Joe Wells is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Sammy has been working in the financial services industry since April 1997. Sammy has a strong background in providing financial planning and portfolio management services to both businesses and individuals. Sammy has a commitment to providing clients with personalized financial advice and guidance.
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.
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.
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.
See schedule d - miscellaneous
1
2
FL
06/06/2022 - Present
Edward Jones (Winter Garden FL)
FL
09/16/2020 - 05/09/2022
LPL FINANCIAL LLC (WINTER HAVEN FL)
FL
03/04/2013 - 09/30/2020
NBC SECURITIES, INC. (WINTER HAVEN FL)
FL
02/21/2012 - 03/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
06/07/2002 - 02/23/2012
SUNTRUST INVESTMENT SERVICES, INC. (LAKELAND FL)
OH
04/25/2000 - 02/21/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
TX
04/03/1997 - 01/14/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 09/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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