Unclaimed
Samuel Myhre is a financial advisor with Wells Fargo Clearing Services, LLC. Samuel Myhre has been in the financial industry since 2005. Samuel Myhre holds Series 7, Series 31, and Series 66 licenses and has the Certified Financial Planner designation. Samuel Myhre is registered to offer investment advice in 21 states, including Nebraska and Texas.
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.
Investment consulting services to institutional clients
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
NE
03/28/2018 - Present
Wells Fargo Clearing Services, LLC (LINCOLN NE)
NE
08/09/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LINCOLN NE)
BOTH
Issued 08/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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