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Samuel Jacob Toso

Scenic Advisement

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About Samuel Jacob Toso

Samuel Jacob Toso is a registered representative with Scenic Advisement. Samuel has been in the industry since April 10, 2018. He has passed the Series 62, Series 63 and SIE exams and is registered in 16 states. Samuel is based in San Francisco, California.

Firm Information

Samuel Toso is currently registered with Scenic Advisement. Scenic Advisement is a Limited Liability Company formed in 2013 and registered in 17 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Samuel Toso’s Registration & Firm History

CA

04/11/2018 - Present

Scenic Advisement (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 09/14/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2018

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Jacob Toso.
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