Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Paul Ohanian is a financial advisor based in Nashville, Tennessee. Samuel is registered with CHARLES SCHWAB & CO., INC. and has been in the industry since 2020. Samuel has a wide range of experience in the financial services industry, including previous roles with TD Ameritrade, Inc. and VANGUARD MARKETING CORPORATION. Samuel holds several licenses, including Series 7TO, SIE, 63, 66, and 65.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TN
02/07/2024 - Present
Charles Schwab & CO., Inc. (Nashville TN)
TN
05/12/2023 - 05/19/2024
TD AMERITRADE, INC. (Nashville TN)
AZ
10/15/2020 - 11/04/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 1/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 8/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 7/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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