Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Angus Orme is a registered representative with Bofa Securities, Inc. Samuel is based out of the SALT LAKE CITY, UT branch office. Samuel has been in the financial industry for over 15 years. Previously, Samuel was with Merrill Lynch, Pierce, Fenner & Smith Incorporated and D.A. Davidson & Co. Samuel is a licensed Series 7, 24, 63, 79TO, and SIE.
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.
Research-related 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.
Negotiated fees for research-related services
1
2
UT
05/10/2019 - Present
Bofa Securities, Inc. (SALT LAKE CITY UT)
NY
05/07/2019 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
UT
04/21/2004 - 02/01/2013
D.A. DAVIDSON & CO. (SALT LAKE CITY UT)
MT
04/09/2002 - 03/24/2004
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BC
Issued 04/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/04/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/15/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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