Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Martello is a registered investment advisor and a securities representative with over 35 years of experience in the financial services industry. Samuel holds Series 7 and Series 63 licenses and is a registered representative of RBC Capital Markets, LLC. Samuel has been with RBC Capital Markets, LLC since 2020 and has previously worked for UBS Financial Services Inc. and Citigroup Global Markets Inc.. Samuel provides financial planning and portfolio management services to individuals, families, businesses, and institutions. Samuel is also a board member of the Alzheimer's Association - Cleveland Chapter and dedicates time to raising funds for Alzheimer's research.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
12/17/2020 - Present
RBC Capital Markets, LLC (Westlake OH)
OH
08/11/2006 - 11/27/2020
UBS FINANCIAL SERVICES INC. (WESTLAKE OH)
OH
03/13/1989 - 08/16/2006
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)
NA
11/07/1986 - 04/11/1989
MCDONALD & COMPANY SECURITIES, INC.
BC
Issued 10/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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