Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Hurst Hoppe is an investment advisor representative with Osaic Wealth, Inc. based in El Dorado Hills, CA. Samuel has been in the industry since December 8, 2006, and has experience with Woodbury Financial Services, Inc. and Questar Capital Corporation. Samuel holds the Series 7 and Series 66 licenses and is registered with the state of California as an investment advisor representative. Samuel specializes in providing investment advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
1
2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (EL DORADO HILLS CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EL DORADO HILLS CA)
CA
11/12/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (EL DORADO HILLS CA)
CA
10/23/2009 - 10/26/2012
WOODBURY FINANCIAL SERVICES, INC. (CAMERON PARK CA)
CA
11/23/2006 - 11/05/2009
1ST GLOBAL CAPITAL CORP. (CAMERON PARK CA)
BOTH
Issued 01/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Hoppe is the right advisor for you? Invested Better is here to help.
