Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samson? Claim Your ProfileSamson Machoka Orina is a registered investment advisor representative at Truist Advisory Services, Inc. Samson has over 6 years of experience in the financial industry, previously working at Citigroup, Goldman Sachs, and JPMorgan Securities LLC. Samson holds Series 63, 65, 7, and 31 licenses and has been a registered investment advisor in Georgia since February 2023. Samson specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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2
GA
02/23/2023 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
CA
12/20/2018 - 11/02/2022
CITI PRIVATE ADVISORY, LLC (San Francisco CA)
CA
12/20/2018 - 11/02/2022
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
NY
10/18/2016 - 12/04/2018
J.P. MORGAN SECURITIES LLC (New York NY)
IA
Issued 02/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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