Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Wood-bednarz is a Certified Financial Planner who has been in the industry since August 2013. Samuel is currently registered with North Berkeley Wealth Management, LLC. Samuel has a Series 65 license and is registered as an Investment Advisor Representative in California. Samuel specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
06/30/2015 - Present
North Berkeley Wealth Management, LLC (BERKELEY CA)
IA
Issued 06/30/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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