Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel James Lupica is a financial advisor with over 20 years of experience in the industry. Samuel has worked at Stratos Wealth Partners, Ltd. since 2010, after previously working at Wachovia Securities, LLC. Samuel has a wide range of experience and holds a Series 7, Series 63, and Series 65. Samuel also holds registrations in over 20 states and is a registered investment advisor in Ohio, Texas, and Louisiana. Samuel provides financial planning, investment advisory services, and portfolio management for individuals, businesses, and charitable organizations. Samuel is committed to providing personalized financial advice and helping clients 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.
Percentage of assets under management with third party managers
1
2
OH
09/21/2010 - Present
Stratos Wealth Partners, Ltd. (AKRON OH)
OH
10/12/1999 - 12/08/2008
WACHOVIA SECURITIES, LLC (AKRON OH)
IA
Issued 10/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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