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Samuel Arvidson

Osaic Institutions, Inc.

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About Samuel Arvidson

Samuel Arvidson is an investment professional based in MERIDEN, CT. Samuel has been in the industry since December 2021 and is currently registered with Osaic Institutions, Inc., a firm headquartered in MERIDEN, CT. Samuel holds the Series 63, Series 6TO, and SIE licenses. Samuel has previous experience with SANTANDER SECURITIES LLC.

Firm Information

Samuel Arvidson is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samuel Arvidson’s Registration & Firm History

CT

01/27/2023 - Present

Osaic Institutions, Inc. (MERIDEN CT)

CT

01/06/2020 - 02/12/2021

SANTANDER SECURITIES LLC (WEST HARTFORD CT)

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Licenses & Designations

BC

Issued 01/20/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Arvidson.
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