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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 David Watry is a financial advisor registered with Morgan Stanley. He has been in the financial services industry since February 11, 2009, and has a wide range of experience. He has a Series 63 and 65 license, as well as a Series 7 and SIE license. This means Samuel is able to provide investment advice and sell securities to individuals and institutions. Samuel has a number of specializations, including financial planning, pension consulting, and portfolio management. He has extensive experience working with a variety of client types, including individuals, high-net-worth individuals, corporations, and institutions. Samuel is passionate about helping clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OR
04/23/2020 - Present
Morgan Stanley (Portland OR)
OR
01/22/2008 - 05/13/2009
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
OR
08/07/2007 - 10/31/2007
PHILLIPS & COMPANY (PORTLAND OR)
IA
Issued 06/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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