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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Chase Lookner is an active investment advisor representative for Ameriprise Financial Services, LLC. Samuel has been in the industry since October 18, 1997 and holds multiple licenses, including Series 63, Series 7, and Series 52. Samuel is registered in 25 states and has previous experience with IDS Life Insurance Company and OLDE Discount Corporation. Samuel is currently based in Wellesley, Massachusetts and is focused on providing financial advice to a diverse client base, including high-net-worth individuals, businesses, and charitable organizations. Samuel is committed to helping clients reach their financial goals through a variety of services, including asset allocation, financial planning, portfolio management, and educational seminars.
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.
Asset allocation services
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
MA
10/03/2006 - Present
Ameriprise Financial Services, LLC (WELLESLEY MA)
MN
04/30/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
10/03/1997 - 04/13/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 10/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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