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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 Hugh Oakley is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Nashville, TN. Samuel has been working in the financial industry since February 9, 1989. His current registrations include Series 7 and 63, as well as the SIE. Samuel also holds a Series 65 license. Samuel Oakley is a financial advisor helping clients achieve their financial goals through financial planning, asset management, retirement planning, etc. Samuel Oakley is a Managing Director of The Oakley Group, responsible for individual and team sales.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
03/17/2021 - Present
Raymond James Financial Services Advisors, Inc. (NASHVILLE TN)
TN
01/03/1996 - 10/12/2017
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
GA
01/28/1988 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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