Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Barber is a financial advisor with over 15 years of experience in the industry. He is currently registered with Lifemark Securities Corp. and has worked with various financial firms over the years. Samuel's expertise extends to insurance sales and he holds the Chartered Financial Consultant designation. Lifemark Securities Corp. is a full-service investment firm, serving individuals and businesses with a focus on financial planning, portfolio management, and investment advice. The firm caters to a wide range of clients including high-net-worth individuals and pension plans, and manages over $246 million in assets.
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.
Helps you choose top advisors aligned with your financial goals.
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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NY
02/15/2019 - Present
Lifemark Securities Corp. (ROCHESTER NY)
CT
08/10/2009 - 04/04/2017
MML INVESTORS SERVICES, LLC (NORWALK CT)
NJ
05/06/2008 - 04/24/2009
AXA ADVISORS, LLC (JERSEY CITY NJ)
NC
08/16/2005 - 05/07/2008
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
WI
04/05/2004 - 08/17/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 03/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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