Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Edward Critz is a financial advisor with over 20 years of experience in the financial services industry. Samuel is currently registered with Cuso Financial Services, LP and has been with the firm since May 2005. Previously, Samuel was employed with Nationwide Securities, Inc. in Columbus, Ohio. Samuel specializes in providing financial planning, portfolio management, and investment advisory services to a wide range of clients, including individuals, businesses, and charitable organizations. Samuel has a strong commitment to providing personalized and comprehensive financial solutions.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
05/22/2006 - Present
Cuso Financial Services, LP (CLEMMONS NC)
OH
11/21/2003 - 06/10/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
IA
Issued 05/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Critz is the right advisor for you? Invested Better is here to help.
