Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Winkler is a financial advisor who has been active in the industry since August 2017. Samuel is currently registered with Cetera Investment Advisers LLC. Samuel has passed the Series 66, Series 7, and SIE exams and holds the designation Certified Financial Planner. Samuel is registered in Florida, Illinois, South Carolina, and Wisconsin.
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
SC
03/21/2024 - Present
Cetera Investment Advisers LLC (MOUNT PLEASANT SC)
BOTH
Issued 11/9/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Winkler is the right advisor for you? Invested Better is here to help.
