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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 Hutchins Borland is a financial advisor with over 20 years of experience in the industry. Samuel is currently registered with Equity Investment Corp., where he is a Senior Director. Samuel has worked for several other firms in the past, including Sentinel Financial Services Company, Managers Distributors, Inc., and DWS Scudder Distributors, Inc. He is licensed to provide investment advice in multiple states, including California, Florida, Georgia, Puerto Rico, and Texas. Samuel holds a number of professional licenses, including Series 6, 7, 63, and 66. Samuel has a proven track record of success in helping clients achieve their financial goals. His experience and expertise make him a valuable resource for individuals and families seeking financial guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
10/03/2016 - Present
Equity Investment Corp. (Boynton Beach FL)
VT
07/19/2010 - 02/26/2014
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
CT
04/27/2006 - 07/27/2010
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
IL
09/27/2001 - 04/19/2006
DWS SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 12/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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