Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Dinn is an investment advisor representative with over 24 years of experience in the financial services industry. Samuel is currently registered with Osaic Wealth, Inc. in Kentucky and Ohio, and has been with the firm since June 2024. Prior to joining Osaic Wealth, Inc., Samuel was with Securities America, Inc. for 15 years, where he served as a registered representative. Samuel's expertise lies in providing financial planning and portfolio management services to individuals, businesses, and pension plans.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
KY
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (Florence KY)
OH
03/06/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (CINCINNATI OH)
OH
05/18/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
06/29/1998 - 04/03/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 8/31/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 6/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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