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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 Clarke Coquillard is an investment advisor representative currently registered with Miracle Mile Advisors, LLC. Samuel has been in the industry for over 25 years. His career has included roles at Pacific Global Fund Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Securities Inc., and Schroder & Co. Inc. Samuel holds Series 7, 7TO, 63 and 65 licenses. He is also registered as an investment advisor representative in California. Samuel specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
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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CA
10/02/2024 - Present
Miracle Mile Advisors, LLC (LOS ANGELES CA)
CA
07/05/2006 - 04/30/2020
PACIFIC GLOBAL FUND DISTRIBUTORS, INC. (GLENDALE CA)
NY
07/20/2000 - 07/03/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/14/2000 - 10/20/2000
CHASE SECURITIES INC. (NEW YORK NY)
NY
06/19/1995 - 04/12/2000
SCHRODER & CO. INC. (NEW YORK NY)
IA
Issued 08/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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