Unclaimed
Samuel Ivor Alleyne is an investment advisor representative with Colomb Investment Management Company, LLC. Samuel has been in the industry since 1991. Samuel has also worked with Gradient Securities, LLC; Park Avenue Securities LLC; and Guardian Investor Services Corporation. Samuel's expertise includes financial planning, pension consulting, and selection of other advisors. Samuel holds Series 6, Series 63, and Series 65 licenses. Samuel is registered as an investment advisor representative in New Jersey.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees, asset based consulting fees
1
2
LA
06/20/2024 - Present
Colomb Investment Management Company, LLC (METAIRIE LA)
NJ
08/29/2014 - 08/16/2016
GRADIENT SECURITIES, LLC (Montclair NJ)
NJ
05/03/1999 - 09/11/2014
PARK AVENUE SECURITIES LLC (FAIRFIELD NJ)
NY
04/15/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 04/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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