Unclaimed
Samuel Capilli is a financial advisor in Syracuse, NY, affiliated with Cambridge Investment Research, Inc.. Samuel has a Series 7TO, SIE, and Series 66 licenses.
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.
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.
1
2
NY
04/22/2024 - Present
Cambridge Investment Research, Inc. (Syracuse NY)
BOTH
Issued 08/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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