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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 Galloway is a financial advisor with Valmark Advisers, Inc. Samuel has been in the financial services industry since 2014. Samuel is registered with FINRA as a general securities representative. Samuel is also registered with the state of Ohio as an investment advisor representative. Samuel has passed the Series 7, 99, 24, and 66 exams. Samuel has a designation as a Certified Financial Planner. Samuel has a history of employment with Valmark Financial Group, New Engen, and Fisher Investments. Samuel has experience working with a variety of clients, including individuals, families, businesses, and retirement plans.
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.
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.
Consulting
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
OH
01/09/2020 - Present
Valmark Advisers, Inc. (Akron OH)
BOTH
Issued 08/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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