Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel White is a Registered Representative and Investment Advisor Representative in the state of Pennsylvania. Samuel has been in the financial services industry since 2002 and has a Series 6, Series 63, and Series 65 license, as well as the SIE exam. Samuel is a financial advisor at Lifemark Securities Corp., where he has been employed since 2018. Prior to joining Lifemark Securities Corp., Samuel worked at Foresters Equity Services, Inc. and H.D. Vest Investment Services. Samuel is a Certified Public Accountant (CPA) and has experience in accounting and tax preparation. Samuel White offers financial planning, portfolio management for individuals, and selection of other advisors. Samuel's current firm, Lifemark Securities Corp. manages $246,107,839 in assets and has a client count of 780.
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.
Helps you choose top advisors aligned with your financial goals.
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
NY
10/30/2018 - Present
Lifemark Securities Corp. (Pearl River NY)
CA
11/15/2011 - 11/05/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
PA
11/11/2002 - 11/04/2011
H.D. VEST INVESTMENT SERVICES (GREENBURG PA)
IA
Issued 11/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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