Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Chavarria is a financial advisor who has been in the industry since August 17, 2006. Samuel is currently registered with MML Investors Services, LLC in Syracuse, NY. Samuel has previously been registered with MSI FINANCIAL SERVICES, INC. and New England Securities. Samuel holds the Series 6, 7, and 63 securities licenses as well as the SIE exam. Samuel is also a Chartered Financial Consultant. Samuel is licensed in 18 states: California, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Maine, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, as well as a resident of Texas. Samuel specializes in asset allocation, financial planning, pension consulting, education seminars, and selecting other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (SYRACUSE NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SYRACUSE NY)
NY
08/18/2006 - 01/02/2015
NEW ENGLAND SECURITIES (Syracuse NY)
BC
Issued 08/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Chavarria is the right advisor for you? Invested Better is here to help.
