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Samuel Gurmann

American Portfolios Financial Services, Inc.

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About Samuel Gurmann

Samuel Gurmann is a financial advisor based in Jericho, New York. Samuel has been in the financial services industry since 1995. Samuel is currently registered with American Portfolios Financial Services, Inc. Samuel has also been registered with Lincoln Investment, Great American Advisors, Inc., PMG Securities Corporation, John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and Hartford Equity Sales Company Inc. Samuel holds licenses for Series 6, Series 63, and Series 65 exams.

Firm Information

Samuel Gurmann is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Samuel Gurmann’s Registration & Firm History

NY

11/09/2020 - Present

American Portfolios Financial Services, Inc. (Jericho NY)

NY

08/02/2010 - 11/10/2020

LINCOLN INVESTMENT (JERICHO NY)

NY

02/15/2005 - 08/02/2010

GREAT AMERICAN ADVISORS, INC. (JERICHO NY)

IL

02/06/1996 - 02/15/2005

PMG SECURITIES CORPORATION (ELGIN IL)

MA

04/11/1995 - 09/12/1995

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

04/11/1995 - 09/12/1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

CT

11/23/1994 - 04/04/1995

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Gurmann.
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