Unclaimed
Samuel Bennette is a financial professional with over 8 years of experience in the financial services industry. Samuel is a registered representative with PFS Investments Inc., and holds the Series 6, Series 26, and Series 63 licenses. Samuel provides investment advisory and portfolio management services to a variety of clients, including individuals, corporations, and charitable organizations. PFS Investments Inc. is a registered investment advisor with a strong focus on providing personalized investment advice and financial planning 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.
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.
A percentage of the total value of assets under management is charged.
1
2
LA
09/28/2015 - Present
PFS Investments Inc. (GRETNA LA)
BC
Issued 02/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Bennette is the right advisor for you? Invested Better is here to help.