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Samuel Howard Abraham

Qualified Planning

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About Samuel Howard Abraham

Samuel Abraham is an Investment Advisor Representative with Qualified Planning, a firm that provides financial planning and investment services to individuals. Samuel Abraham has a Series 65 license and has been in the financial industry for 10+ years. He is a Certified Financial Planner and Chartered Financial Consultant. Samuel Abraham has experience working with individuals, families, and businesses. He is also an insurance agent, owning his own insurance agency, ABRAHAM FINANCIAL PLANNING. Samuel Abraham is dedicated to helping his clients achieve their financial goals.

Firm Information

Samuel Abraham is currently registered with Qualified Planning. Qualified Planning is an investment advisory firm located in [Main Office Address]. The firm has 3 licensed agents and 4 investment adviser representatives. They manage approximately $32,576,124 in assets for 148 clients, primarily individuals. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

$32.58M

Assets Under Management

148

Total Clients

4

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samuel Abraham’s Registration & Firm History

PA

11/25/2019 - Present

Qualified Planning (Pittsburgh PA)

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Licenses & Designations

IA

Issued 01/26/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Howard Abraham.
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