Unclaimed
Samuel Morley is an Investment Advisor Representative at Managed Asset Portfolios, LLC. Samuel has been in the industry since 2018 and is registered with both the state of Michigan and Louisiana. Samuel holds the Series 63, Series 65, Series 6TO and SIE licenses. Samuel specializes in providing investment advice to individuals, corporations, investment companies and pooled investment vehicles. Samuel's experience includes working at various financial institutions, including Dynamic Wealth Solutions and Alt Fund Distributors LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for trusts and offshore vehicles; model
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MI
09/11/2018 - Present
Managed Asset Portfolios, LLC (ROCHESTER MI)
BC
Issued 03/16/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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