Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Dinn is an investment advisor representative with Osaic Wealth, Inc. Samuel has been in the industry since August 1998, and has experience in investment advisory services and insurance sales. Samuel has a wide range of experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Samuel specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Samuel Dinn is registered in several states including Arizona, California, Colorado, Florida, Indiana, Kansas, Kentucky, North Carolina, Ohio, South Carolina, Texas and West Virginia.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
KY
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (Florence KY)
OH
03/06/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (CINCINNATI OH)
OH
05/18/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
06/29/1998 - 04/03/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 08/31/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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