Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Cleary is a registered representative with Bofa Securities, Inc. located in New York, NY. Samuel has been in the industry since August 2014 and has been with Bofa Securities, Inc. since May 2019. Prior to joining Bofa Securities, Inc., Samuel was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Samuel is also a Series 63, Series 79 and SIE exam holder.
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.
Research-related 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.
Negotiated fees for research-related services
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2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
09/01/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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