Unclaimed
Samuel Edward cody Dick is a financial advisor with Fayez Sarofim & Co. He is also associated with Sarofim Trust Co. and Sarofim International Management Co. Samuel has been in the financial industry since January 2003 and has a Series 7 and Series 63 license. Samuel is a Chartered Financial Analyst. Samuel works with individuals, corporations, investment companies, and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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TX
06/15/2010 - Present
Fayez Sarofim & Co. (HOUSTON TX)
NY
01/13/2003 - 04/29/2004
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 01/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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