Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Stafford is a financial professional with over 40 years of experience in the industry. Samuel is currently registered with Equity Services, Inc. and is active in both the Broker/Dealer and Investment Advisor capacity. He has a wide range of experience in the industry and holds the Series 1, 6, 63, and SIE licenses as well as the designation of Chartered Financial Consultant. Samuel has a strong track record of helping clients meet their financial goals and is committed to providing personalized service.
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.
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.
1
2
PA
03/17/2023 - Present
Equity Services, Inc. (MEDIA PA)
NA
08/08/1985 - 05/18/1988
MAKEFIELD SECURITIES CORPORATION
NA
02/11/1982 - 10/07/1985
EQUITY SERVICES, INC.
BC
Issued 05/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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