Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Angelo is a financial advisor with over 40 years of experience in the industry. Samuel is a registered representative with both Avantax Advisory Services and Avantax Planning Partners, Inc., and is licensed in multiple states. Samuel's primary focus is providing financial advice and planning services to individuals, high-net-worth individuals, businesses and pension and profit sharing plans. Samuel has a strong background in financial planning and investment management and is committed to providing personalized service to help clients reach their financial goals. Samuel is a member of the Central Jersey Federal Credit Union board of directors.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
10/25/2019 - Present
Avantax Advisory Services (PARSIPPANY NJ)
NJ
01/30/2001 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (PARSIPPANY NJ)
MA
12/09/1996 - 01/18/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/09/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
05/31/1983 - 10/25/1996
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 09/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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