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Samuel Brandon Couillard

Wells Fargo Securities, LLC

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About Samuel Brandon Couillard

Samuel Brandon Couillard is a financial professional with over 18 years of experience in the industry. He is currently registered with Wells Fargo Securities, LLC, a firm with a long history of providing financial services to individuals and institutions. Samuel has a strong track record of success in helping clients achieve their financial goals. He is committed to providing his clients with personalized service and guidance. Samuel holds Series 7, 86, 87, and SIE licenses, as well as a Series 63 license.

Firm Information

Samuel Couillard is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Samuel Couillard’s Registration & Firm History

FL

06/05/2024 - Present

Wells Fargo Securities, LLC (Miami FL)

TN

08/28/2009 - 05/20/2024

JEFFERIES LLC (NASHVILLE TN)

NY

01/02/2009 - 08/28/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

05/07/2007 - 01/02/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

TN

09/13/2005 - 05/17/2007

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

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Licenses & Designations

BC

Issued 09/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/09/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 09/12/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Samuel Brandon Couillard.
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