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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 Dean Turner is a financial professional with over 40 years of experience in the financial services industry. Samuel is a registered representative of Osaic Wealth, Inc. and is also an Investment Advisor Representative in North Carolina. Samuel has worked with a number of other firms, including Woodbury Financial Services, Inc., Questar Capital Corporation, Capital Guardian, LLC and Anderson & Strudwick, Incorporated. Samuel's expertise covers a wide range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Samuel's work with Osaic Wealth, Inc. allows Samuel to focus on helping individuals and families reach their financial goals.
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
NC
01/19/2024 - Present
Osaic Wealth, Inc. (CHARLOTTE NC)
NC
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
12/05/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CHARLOTTE NC)
NC
11/01/2010 - 12/02/2016
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
05/19/2006 - 11/01/2010
ANDERSON & STRUDWICK, INCORPORATED (CHARLOTTE NC)
NC
05/03/2004 - 05/26/2006
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
MA
08/07/2002 - 05/10/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/06/2000 - 07/25/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
11/14/1991 - 10/23/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MD
08/24/1988 - 03/14/1990
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
06/22/1987 - 08/29/1988
THE PINNACLE GROUP, INC.
NA
01/07/1983 - 06/27/1987
INTERSTATE SECURITIES CORPORATION
NA
10/27/1980 - 06/25/1981
BACHE HALSEY STUART SHIELDS INCORPORATED
IA
Issued 06/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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