Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Edens Wilson is a financial advisor with over 10 years of experience in the industry. Samuel Wilson is currently registered with Rockefeller Financial LLC and has been with the firm since September 2020. Previously, Samuel Wilson was registered with Northern Trust Securities, Inc. and Piper Jaffray & Co. Samuel Wilson is a Series 66, Series 63, Series 7 and SIE licensed advisor and holds registrations in over 30 states.
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.
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
CT
06/18/2021 - Present
Rockefeller Financial LLC (Greenwich CT)
NY
07/06/2017 - 09/22/2020
NORTHERN TRUST SECURITIES, INC. (NEW YORK NY)
MN
10/25/2004 - 05/11/2007
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
04/02/2004 - 05/07/2007
KELLOGG CAPITAL GROUP LLC (NEW YORK NY)
CT
09/26/2003 - 04/07/2004
ABN AMRO INCORPORATED (STAMFORD CT)
BOTH
Issued 08/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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