Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Cabot Clark is an investment advisor representative and has been in the financial industry for over 30 years. Samuel Clark is registered with Osaic Wealth, Inc., which is based in Scottsdale, Arizona. Samuel Clark's prior registrations include Lincoln Financial Advisors Corporation and Signator Investors, Inc.. Samuel Clark works with clients who include individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Samuel Clark offers financial planning, portfolio management, and pension consulting services.
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
UT
06/20/2016 - Present
Osaic Wealth, Inc. (SOUTH JORDAN UT)
UT
07/20/1999 - 03/06/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
UT
07/20/1999 - 05/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (SALT LAKE CITY UT)
MA
04/06/1992 - 09/08/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/06/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
RI
01/23/1992 - 02/12/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 04/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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