Unclaimed
Samuel Adams Kany is a financial advisor at Cetera Investment Advisers LLC, a firm with a long history of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Samuel is committed to helping clients achieve their financial goals by providing personalized advice and strategies that are tailored to their specific needs. Samuel has earned the Series 7TO, Series 66, and SIE licenses, and is registered in Maine, Arizona, Florida, Massachusetts and New Hampshire. In addition to his financial planning and investment management experience, Samuel is also a certified hockey coach. Samuel enjoys working with clients to help them build a secure financial future and achieve their dreams.
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.
1
2
ME
12/13/2021 - Present
Cetera Investment Advisers LLC (SACO ME)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/5/2021
Series 7TO - General Securities Representative Examination
BC
Issued 8/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Samuel Kany is the right advisor for you? Invested Better is here to help.