Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Alexander Leech is a CERTIFIED FINANCIAL PLANNER™ professional with over 7 years of experience in the financial services industry. Samuel is currently registered with Homrich Berg as an Investment Advisor Representative in Florida. Samuel has a strong background in financial planning, portfolio management, and investment advisory services. Samuel is committed to providing personalized financial advice to individuals, families, and businesses.
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.
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.
Strategic management for diversified investment portfolios.
Bill pay services
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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FL
12/15/2023 - Present
Homrich Berg (Palm Beach Gardens FL)
IA
Issued 03/09/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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