Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel J Tauzin is an experienced financial professional with over 4 years in the industry. Samuel is currently registered with Private Client Services, LLC in Dallas, TX. Samuel's previous experience includes working at Charles Schwab & Co., Inc. in Lafayette, LA and Infinex Investments, Inc. in Baton Rouge, LA. Samuel has passed both the General Securities Representative Examination and the Securities Industry Essentials Examination. Samuel specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. Samuel is committed to providing clients with personalized financial guidance and strategies tailored to their unique needs.
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.
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.
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2
TX
06/17/2024 - Present
Private Client Services, LLC (DALLAS TX)
LA
01/06/2021 - 03/27/2024
CHARLES SCHWAB & CO., INC. (Lafayette LA)
LA
01/28/2020 - 10/23/2020
INFINEX INVESTMENTS, INC. (Baton Rouge LA)
BC
Issued 01/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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