Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel 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.
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.
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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CA
04/11/2018 - Present
Scenic Advisement (SAN FRANCISCO CA)
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
Active
Inactive
F
FINRA
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