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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 Ahn is a financial advisor with Raymond James Financial Services Advisors, Inc. located in San Diego, California. Samuel Ahn has been in the industry since 2012 and has a combined 10+ years of experience in the financial industry. Samuel Ahn is registered with FINRA as a Registered Representative and is also registered as an Investment Advisor Representative. Samuel Ahn holds licenses for Series 66, Series 7 and SIE exams. Samuel Ahn provides financial advice to individuals, corporations, and other businesses. Samuel Ahn's previous firms include CUSO FINANCIAL SERVICES, L.P. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
09/10/2021 - Present
Raymond James Financial Services Advisors, Inc. (San Diego CA)
CA
12/10/2018 - 09/18/2019
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
11/02/2012 - 03/13/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
BOTH
Issued 11/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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