Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Davidson is a financial advisor with over 39 years of experience in the industry. Samuel has been registered with UBS Financial Services Inc. since August 2000. Prior to joining UBS, Samuel worked at Salomon Smith Barney Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc., and Dania Securities Inc. Samuel has a wide range of experience in the financial services industry, including investment advisory, brokerage, and trading.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
03/14/2016 - Present
UBS Financial Services Inc. (NEWPORT BEACH CA)
NY
07/31/1993 - 08/23/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/29/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
01/14/1986 - 05/06/1986
DANIA SECURITIES INC.
NA
04/19/1983 - 11/13/1985
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 02/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 11/01/1983
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Samuel Davidson is the right advisor for you? Invested Better is here to help.
