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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 Giordano is a financial advisor with Osaic Wealth, Inc. in Pewaukee, Wisconsin. Samuel has been in the financial services industry since 1994. Samuel has a Series 6, 7, 26, 63, and 65 license. Samuel Giordano is also registered to conduct securities business in Arizona, Arkansas, California, Colorado, Florida, Hawaii, Illinois, Iowa, Minnesota, New Jersey, North Carolina, Ohio, South Carolina, South Dakota, Texas, West Virginia, and Wisconsin. Samuel Giordano also provides financial planning, educational seminars, and pension consulting services.
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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2
WI
11/02/2018 - Present
Osaic Wealth, Inc. (PEWAUKEE WI)
WI
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (PEWAUKEE WI)
WI
06/27/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PEWAUKEE WI)
WI
07/17/1998 - 07/03/2002
SII INVESTMENTS, INC. (APPLETON WI)
AZ
09/19/1997 - 07/17/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
04/05/1995 - 09/18/1997
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
CA
07/06/1994 - 04/05/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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