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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 De la cruz is an investment advisor representative with Grove Point Advisors, LLC. Samuel is registered in 27 states and the District of Columbia, and holds the Series 7, Series 63, and Series 65 licenses. Samuel has been in the financial industry since January 29, 2019. Samuel's previous employment includes Securities Service Network, LLC, and Alexander Capital, L.P. Samuel is a Registered Investment Advisor (RIA) and can provide financial planning, pension consulting, educational seminars, and other investment advisory services. Grove Point Advisors, LLC is a full-service investment advisory firm that provides financial planning, portfolio management, and other investment advisory services to individuals, families, and businesses.
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.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (Gaithersburg MD)
MD
10/16/2019 - 07/24/2020
SECURITIES SERVICE NETWORK, LLC (GAITHERSBURG MD)
NJ
11/29/2018 - 08/14/2019
ALEXANDER CAPITAL, L.P. (RED BANK NJ)
IA
Issued 12/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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