Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Williamson is an investment advisor representative registered with Raymond James & Associates, Inc., based in Centerville, OH. Samuel has been in the industry since 2022 and holds the Series 7TO, SIE, and Series 66 licenses. Samuel is licensed in multiple states and provides services such as financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Samuel's firm, Raymond James, has been in business since 1962 and offers a wide range of financial services to individuals, families, businesses, and institutions. The firm manages over $433 Billion in assets.
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
OH
09/14/2023 - Present
Raymond James & Associates, Inc. (Centerville OH)
BOTH
Issued 01/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Samuel Williamson is the right advisor for you? Invested Better is here to help.
