Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Hand Robert is a financial advisor with Valmark Advisers, Inc. Samuel has been in the industry since 2005. Samuel is registered with the Securities and Exchange Commission and has a Series 7, Series 66 and SIE license. Samuel has a background in providing financial services at a variety of firms including Newport Group Securities, Inc., Clark Securities, Inc., Chase Investment Services Corp. and UBS Financial Services Inc. Samuel specializes in providing financial planning, investment management, and consulting services for individuals, businesses, and institutions.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
TX
02/04/2022 - Present
Valmark Advisers, Inc. (Roanoke TX)
TX
05/12/2011 - 01/24/2022
NEWPORT GROUP SECURITIES, INC. (Dallas TX)
TX
09/12/2007 - 04/29/2011
CLARK SECURITIES, INC. (DALLAS TX)
TX
07/01/2005 - 01/03/2007
CHASE INVESTMENT SERVICES CORP. (ARLINGTON TX)
NJ
10/25/2004 - 06/17/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 11/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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