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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 Howe is a financial advisor with over 20 years of experience in the industry. Samuel currently works at Fidelity Personal and Workplace Advisors in Merrimack, NH. Samuel has a wide range of experience, having worked at Fidelity Brokerage Services Inc. and Fidelity Personal and Workplace Advisors, in various roles in Marlborough, MA, and Boston, MA. Samuel is registered to offer securities in all 50 states. Samuel is also registered as an investment advisor representative in New Hampshire and Texas. Samuel's clients primarily include high-net-worth individuals and corporations.
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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 4/8/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/22/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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