Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Boulware is a financial advisor with over 30 years of experience in the industry. Samuel is currently registered with Global Retirement Partners LLC. Samuel has been in the financial services industry since 1989. Previously Samuel was registered with OSAIC FS, INC., NEW ENGLAND SECURITIES, PRUCO SECURITIES CORPORATION, THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, NORTH AMERICAN MANAGEMENT, INC. and FIRST AMERICAN NATIONAL SECURITIES, INC.. Samuel holds the Series 6, 7, 63, 65 and SIE licenses. Samuel is a Certified Financial Planner. Samuel specializes in Retirement Planning, College Savings, Estate Planning, Insurance Planning and Financial Planning.
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.
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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2
SC
07/17/2024 - Present
Global Retirement Partners LLC (Columbia SC)
SC
07/11/2003 - 07/17/2024
OSAIC FS, INC. (COLUMBIA SC)
NY
02/13/2001 - 07/24/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
08/28/1991 - 02/06/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/28/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
SD
09/20/1990 - 08/05/1991
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
03/07/1989 - 04/25/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 07/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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