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 Morse is a financial professional with over 30 years of experience in the securities industry. He has been registered with Wedbush Securities Inc. since March 2009. Samuel has held previous positions at Pacific Growth Equities, LLC, Robertson Stephens, Inc., ABN AMRO Securities LLC and First Albany Corporation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
03/02/2009 - Present
Wedbush Securities Inc. (BOSTON MA)
MA
10/02/2002 - 07/08/2009
PACIFIC GROWTH EQUITIES, LLC (BOSTON MA)
CA
05/03/2001 - 08/27/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
08/26/1994 - 05/23/2001
ABN AMRO SECURITIES LLC (NEW YORK NY)
NY
05/25/1988 - 07/06/1994
FIRST ALBANY CORPORATION (NEW YORK NY)
BC
Issued 05/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/27/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/17/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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