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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 Drayton Haskell is a financial advisor with over 20 years of experience in the financial services industry. Currently registered with Colarion, Samuel holds the Series 7, Series 63, and Series 65 securities licenses, and is also a Chartered Financial Analyst. Samuel has been involved in various financial services roles at firms like Sterne, Agee & Leach, Inc., and Morgan Stanley & Co., Incorporated. In addition to Colarion, Samuel is also a principal of Sipco LLC, a real estate investment firm, and serves on the boards of CommerceOne Bank and Janover, Inc. Samuel specializes in working with high-net-worth individuals, corporations, and other businesses. The services provided by Samuel include financial planning, portfolio management, and pension consulting. Colarion offers various services to clients, including financial planning, pension consulting, educational seminars, portfolio management, and portfolio management for pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
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AL
11/20/2017 - Present
Colarion (BIRMINGHAM AL)
AL
07/16/2002 - 03/18/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
NY
09/26/2000 - 05/29/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 08/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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