Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Francis Wishon is an Investment Advisor Representative with Kestra Advisory Services, LLC. Samuel has been in the financial industry since February 18, 1986 and has held a number of different roles throughout his career. He is also a Principal at Nuvision Financial Corp. Samuel holds the Series 63, SIE and Series 7 securities licenses. He is a Chartered Financial Consultant. Samuel has been registered as an investment advisor in Alabama, Georgia, Iowa, New York, North Carolina, South Carolina, and Texas. Samuel has been a registered representative for 20 years and has experience working with a variety of clients including high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Samuel's primary focus is on providing financial planning and investment advisory services to individuals and businesses.
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.
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
GA
05/04/2016 - Present
Kestra Advisory Services, LLC (Eatonton GA)
IN
10/01/1997 - 05/07/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
02/19/1986 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 03/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Wishon is the right advisor for you? Invested Better is here to help.
