Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Carter Harris is an Investment Advisor Representative associated with Patina Wealth in CROZET, VA. Samuel has been in the industry since March of 2004 and is licensed to provide investment advice in Texas and Virginia. Samuel is an active Investment Advisor and has passed the Uniform Investment Adviser Law Examination (Series 65). The advisor works with a variety of clients including individuals, corporations and pension plans.
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.
A percentage of the total value of assets under management is charged.
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VA
05/25/2016 - Present
Patina Wealth (CROZET VA)
IA
Issued 03/22/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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