Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Branch Laneave is a financial advisor registered in 8 states and a licensed agent in Virginia. Samuel has been in the securities industry since April 2004. Samuel is currently registered with Osaic Wealth, Inc., which is located in Scottsdale, Arizona. Samuel has been registered with Osaic Wealth, Inc. since June 2024. Prior to joining Osaic Wealth, Inc., Samuel was registered with Securities America, Inc. in Richmond, Virginia. Samuel was registered with Securities America, Inc. from July 2020 to June 2024. Samuel is an investment advisor representative for Osaic Wealth, Inc. Samuel has also worked for Investacorp, Inc. in Miami, Florida, and JP Turner & Company LLC in Richmond, Virginia. Samuel is a Series 66 and Series 7 licensed professional. Samuel offers a variety of financial services to individuals, businesses, and institutions. These services include financial planning, portfolio management, and pension consulting. Samuel also provides educational seminars to clients. Samuel is committed to providing his clients with personalized financial advice and services that meet their individual needs.
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.
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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (Richmond VA)
VA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Richmond VA)
VA
03/26/2018 - 07/17/2020
INVESTACORP, INC. (Richmond VA)
VA
09/03/2015 - 04/04/2018
SUMMIT BROKERAGE SERVICES, INC. (RICHMOND VA)
VA
05/04/2009 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (RICHMOND VA)
VA
01/22/2007 - 04/01/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (GLEN ALLEN VA)
VA
02/23/2005 - 01/23/2007
SYNERGY INVESTMENT GROUP, LLC (RICHMOND VA)
MO
11/11/2003 - 10/20/2004
FIRST CLEARING, LLC (ST. LOUIS MO)
BOTH
Issued 07/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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