Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Donahoo Lechleiter is a financial professional with over 29 years of experience in the industry. Samuel has been a registered representative with Concourse Financial Group Securities, Inc. since 2017. Prior to that, Samuel was with Lincoln Financial Securities Corporation for over 16 years. Samuel has also held positions with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Samuel holds Series 6, 63 and SIE licenses. Samuel provides a variety of financial services including investment advisory and insurance products to individuals, corporations, and other entities. Samuel's primary office location is in Franklin, TN.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
08/31/2017 - Present
Concourse Financial Group Securities, Inc. (Franklin TN)
TN
01/02/2001 - 09/13/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (BRENTWOOD TN)
IN
06/04/1996 - 12/15/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/04/1996 - 12/15/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
07/01/1994 - 06/05/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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