Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Dodson is a financial advisor with Signature Financial Advisors, a registered investment advisor firm. Samuel is a licensed investment advisor representative and has over 20 years of experience in the financial services industry. Samuel has a deep understanding of the financial markets and is committed to providing personalized financial planning and investment management services to his clients. His specializations include investment management, financial planning, retirement planning, college savings, and insurance. Samuel has a strong track record of success and is dedicated to helping his clients 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
TX
10/11/2016 - Present
Signature Financial Advisors (HOUSTON TX)
TX
02/14/2002 - 12/09/2016
H. BECK, INC. (HOUSTON TX)
NA
02/28/2001 - 02/15/2002
INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG )
NJ
04/10/1998 - 01/12/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
03/01/1996 - 03/10/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/15/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Samuel Dodson is the right advisor for you? Invested Better is here to help.
