Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Anthony Capasso is a Registered Representative with Concourse Financial Group Securities, Inc. in North Ridgeville, OH. Samuel has been working in the financial industry since August 1997. Samuel holds Series 7, 24, 51, 55, 57TO, 63, and 66 licenses and the SIE. Samuel has experience in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Samuel has also held previous registrations with McDonald Investments Inc.
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.
1
2
OH
09/09/2008 - Present
Concourse Financial Group Securities, Inc. (North Ridgeville OH)
OH
06/12/1997 - 02/21/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 11/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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