Unclaimed
Samuel Stewart is a financial advisor at Money Concepts Capital Corp. Samuel is a registered representative and investment advisor representative in West Virginia. Samuel has been in the financial services industry since 1993. Samuel has a wide range of experience, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Samuel is committed to providing personalized financial advice and investment management services to help clients achieve their financial goals. Samuel's expertise includes financial planning, portfolio management, and investment advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
10/16/2019 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
WV
08/01/2008 - 10/08/2019
NATIONWIDE SECURITIES, LLC (BECKLEY WV)
WV
05/11/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (BECKLEY WV)
WV
09/15/1999 - 12/19/2007
NATIONWIDE SECURITIES, INC. (CRAB ORCHARD WV)
NJ
04/27/1995 - 08/20/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
GA
10/19/1993 - 03/29/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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