Unclaimed
Samuel Albert Mancuso is an investment advisor representative with Cetera Investment Advisers LLC. Samuel has been in the financial industry since 2016. Samuel is licensed to provide investment advice in Pennsylvania and Texas. Cetera Investment Advisers LLC is a financial services firm that provides investment advice and financial planning services to individuals, families, businesses, and institutions. Cetera Investment Advisers LLC has offices in Schaumburg, Illinois and other locations throughout the United States.
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
PA
07/10/2024 - Present
Cetera Investment Advisers LLC (ERIE PA)
PA
09/21/2016 - 08/13/2021
KEY INVESTMENT SERVICES LLC (North East PA)
PA
05/09/2016 - 09/21/2016
LPL FINANCIAL LLC (ERIE PA)
IA
Issued 3/5/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/5/2018
Series 7 - General Securities Representative Examination
BC
Issued 5/7/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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