Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel David Mittelman is a financial professional with over 20 years of experience in the industry. Samuel is currently registered with Charles Schwab & Co., Inc., and has previously worked with Great Point Capital LLC. Samuel is a Series 55 and Series 62 licensed professional. Samuel's current employment with Charles Schwab & Co., Inc. began on June 6, 2019.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
06/06/2019 - Present
Charles Schwab & CO., Inc. (Southlake TX)
IL
08/08/2005 - 01/10/2006
GREAT POINT CAPITAL LLC (CHICAGO IL)
BC
Issued 07/18/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/01/2005
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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