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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Adam Bair is an investment advisor representative at Cetera Investment Advisers LLC. Samuel has been in the securities industry since March 12, 2014. He is licensed to provide investment advice in multiple states including Virginia, Texas, and Maryland. Samuel holds the Series 6, 7, 26, 63, and 65 securities licenses and has passed the Securities Industry Essentials Exam. He is also registered with FINRA and the state of Maryland. Samuel has previous experience at Foresters Financial Services, Inc., Cetera Investment Services LLC, and First Investors Corporation. Cetera Investment Advisers LLC offers a variety of financial planning and investment management services to individuals, businesses, and institutions.
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.
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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VA
03/09/2022 - Present
Cetera Investment Advisers LLC (VIENNA VA)
MD
03/13/2014 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (SILVER SPRING MD)
IA
Issued 3/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/10/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 7/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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