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Samuel Alexander Haverstick

Bessemer Investor Services, Inc.

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About Samuel Alexander Haverstick

Samuel Alexander Haverstick is a financial advisor with over 20 years of experience in the industry. Samuel currently works with Bessemer Investor Services, Inc. and has previously worked for firms including Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Guggenheim Securities, LLC, Deutsche Bank Securities Inc., Cripple Creek Securities, L.L.C., Lehman Brothers Inc. and Prudential Securities Incorporated. Samuel holds Series 63, Series 7 and Series 8 licenses, as well as the SIE. Samuel is registered to offer investment advice in New York.

Firm Information

Samuel Haverstick is currently registered with Bessemer Investor Services, Inc.. Bessemer Investor Services, Inc. is a Corporation that was formed on April 7, 1983. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

118

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Samuel Haverstick’s Registration & Firm History

NY

01/31/2012 - Present

Bessemer Investor Services, Inc. (NEW YORK NY)

NY

04/02/2007 - 06/05/2007

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

11/13/2006 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

06/05/2006 - 07/07/2006

GUGGENHEIM SECURITIES, LLC (NEW YORK NY)

NY

02/01/2006 - 02/21/2006

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

FL

04/30/2002 - 07/11/2003

CRIPPLE CREEK SECURITIES, L.L.C. (BOCA RATON FL)

NY

02/26/1992 - 08/23/2000

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

01/24/1989 - 02/07/1992

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/12/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Alexander Haverstick.
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