Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samson? Claim Your ProfileSamson Chan is an Investment Advisor Representative. Samson has been in the industry since August 1998. Samson is currently registered with Lion Street Advisors, LLC. Prior to working with Lion Street Advisors, LLC, Samson was previously employed with Ameritas Investment Corp. and Woodbury Financial Services, Inc. Samson has obtained the following licenses and registrations: Series 6, Series 7, Series 26, Series 63, Series 65, and Series 66. Samson also holds the Certified Financial Planner designation.
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.
1
2
CA
08/01/2019 - Present
Lion Street Advisors, LLC (San Ramon CA)
CA
10/26/2006 - 08/02/2019
AMERITAS INVESTMENT CORP. (San Ramon CA)
CA
08/10/1998 - 10/19/2006
WOODBURY FINANCIAL SERVICES, INC. (SAN RAMON CA)
BOTH
Issued 04/20/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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