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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 D. Quoos is a financial advisor with Commonwealth Financial Network. Samuel has been in the financial services industry since April 2014. Samuel has Series 7, 24, 52, 53, and 66 licenses. Samuel is registered with the state of Massachusetts. Commonwealth Financial Network is a financial services firm based in Waltham, MA with more than 2,500 licensed agents and 3,300 investment advisor representatives. Commonwealth Financial Network offers financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
11/15/2016 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
03/04/2014 - 10/01/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
BOTH
Issued 06/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/02/2015
Series 4 - Registered Options Principal Examination
BC
Issued 11/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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