Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sammy? Claim Your ProfileSammy Kudmani is a registered investment advisor representative with Private Client Services, LLC. Sammy has been in the financial services industry since 1997 and has experience in both investment advising and brokerage. Sammy is licensed to provide investment advice in Kentucky and Florida and is also registered as a broker-dealer in Kentucky, Indiana, Florida, North Carolina, Tennessee, Illinois, California, Maryland and Arizona. Sammy’s primary focus is on providing financial planning and portfolio management services to high-net-worth individuals, corporations, and pension and profit sharing plans. Sammy is also a licensed insurance agent and has a background in music.
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.
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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KY
09/09/2003 - Present
Private Client Services, LLC (LOUISVILLE KY)
KY
07/01/2003 - 05/06/2010
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
07/25/1997 - 07/01/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 10/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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