Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Christopher Ellsworth is a financial advisor registered in Indiana. Samuel has been in the financial services industry since October 2021. Samuel is currently registered with Money Concepts Capital Corp. Samuel offers financial planning, portfolio management for individuals and businesses. Samuel is a registered representative and investment advisor representative. Samuel is licensed to conduct securities business in Indiana.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
Solicitor fee
1
2
IN
05/02/2022 - Present
Money Concepts Capital Corp. (INDIANAPOLIS IN)
BC
Issued 06/13/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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