Unclaimed
Samuel Franklin Stringfellow is a financial professional with a strong focus on providing investment advice and financial planning services. Samuel has a background in business and brings a unique perspective to the industry. With expertise in financial planning, Samuel helps individuals and families achieve their financial goals. Samuel is currently registered with Equitable Advisors, 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.
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.
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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NC
01/09/2025 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
BOTH
Issued 12/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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