Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Shore is a financial advisor with AE Wealth Management, LLC, and has been in the industry since 2010. Samuel has a wide range of experience, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Samuel is registered with the state of Kansas and Missouri. Samuel is committed to providing personalized financial advice to help individuals and families achieve their financial goals.
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
KS
09/24/2021 - Present
AE Wealth Management, LLC (Topeka KS)
CA
03/03/2022 - 06/30/2022
MADISON AVENUE SECURITIES, LLC (SAN DIEGO CA)
TX
09/13/2010 - 02/01/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 10/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2012
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Shore is the right advisor for you? Invested Better is here to help.
