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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 Edward Hard is a financial advisor with over 28 years of experience in the industry. Samuel is currently registered with LPL Financial LLC in Saint Peters, Missouri. Samuel has held previous registrations with Woodbury Financial Services, Inc., Cetera Financial Specialists LLC, Waddell & Reed, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Samuel has passed the Series 6, Series 63, Series 65, and SIE exams. Samuel is also a registered investment advisor in Missouri. Samuel offers financial planning, consulting and other non-discretionary advisory services, portfolio management for businesses and individuals, educational seminars and selection of other advisers.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
09/24/2020 - Present
LPL Financial LLC (SAINT PETERS MO)
MO
07/13/2017 - 09/28/2020
WOODBURY FINANCIAL SERVICES, INC. (SAINT PETERS MO)
MO
12/10/2012 - 07/21/2017
CETERA FINANCIAL SPECIALISTS LLC (ST. PETERS MO)
MO
04/28/1994 - 12/14/2012
WADDELL & REED, INC. (CREVE COEUR MO)
MA
08/16/1993 - 06/08/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/16/1993 - 06/08/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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