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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 Jacob Marshall is a financial advisor with D.a. Davidson & Co., a firm with a long history of providing personalized financial advice. Samuel has been active in the financial industry since September 2016 and is licensed in Missouri and South Carolina. Samuel holds multiple industry licenses including Series 7, 9, 10, 24, and 66. Samuel specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Samuel is committed to providing exceptional service to clients and helping them achieve their financial goals.
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
SC
09/17/2024 - Present
D.a. Davidson & Co. (MOUNT PLEASANT SC)
BOTH
Issued 10/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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