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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Bowman Wheeler is a registered Investment Advisor Representative with Intelligence Driven Advisers, LLC, and has been in the industry since 2005. Samuel has experience in providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Samuel holds the Series 6, Series 63, Series 65, and SIE licenses. Samuel is affiliated with Mutual of America Securities LLC and Mutual of America Life Insurance Company. Samuel is based in Carlsbad, CA.
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.
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.
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CA
04/07/2021 - Present
Intelligence Driven Advisers, LLC (CARLSBAD CA)
CA
07/03/2019 - 04/20/2021
MUTUAL OF AMERICA SECURITIES LLC (SAN DIEGO CA)
CA
07/03/2019 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (SAN DIEGO CA)
PA
10/13/2011 - 07/31/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)
PA
12/06/2010 - 12/31/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
07/13/2005 - 11/15/2010
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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