Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Bentil-owusu is a financial professional with over 2 years of experience in the industry. Samuel has a diverse background with experience at TD Ameritrade, Inc., U.S. Bancorp Investments, Inc. and now Charles Schwab & Co., Inc. Samuel holds multiple licenses including Series 63, Series 7TO, Series 6TO, Series 9, Series 10 and Series 24. Samuel is registered in California with Charles Schwab & Co., Inc. and is a General Securities Principal. Samuel is a highly skilled and experienced financial professional with a commitment to helping clients achieve their financial goals.
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
AZ
09/01/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CA
03/28/2022 - 09/01/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
01/31/2022 - 03/04/2022
U.S. BANCORP INVESTMENTS, INC. (SAN DIEGO CA)
BC
Issued 02/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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