Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Nagel is a registered representative at Raymond James & Associates, Inc. Samuel has over 13 years of experience in the financial industry. Samuel's expertise includes Municipal Securities, and General Securities. Samuel is licensed in Tennessee, Kentucky, Ohio, Texas and Illinois. Samuel holds Series 7, 50, 52, 53, and 63 licenses. Samuel has been with Raymond James & Associates, Inc. since January 2013, and previously worked for MORGAN KEEGAN & COMPANY, INC.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
01/02/2013 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
10/01/2010 - 01/02/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 12/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/10/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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