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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Dominguez is an Investment Advisor Representative associated with Creative Planning, located in Overland Park, KS. Samuel has been a part of the financial industry since 2010. Samuel is licensed in Kansas and Texas, with a focus on Individual, Pension and Profit Sharing Plans, Charitable Organizations, and Corporations or Other Businesses clients. Samuel can assist with a variety of needs including financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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
KS
02/11/2019 - Present
Creative Planning (OVERLAND PARK KS)
MO
02/17/2010 - 04/24/2018
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
11/09/2009 - 12/02/2009
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 05/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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