Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Consolazio is a financial advisor who has been in the industry since April 2001. Samuel is currently registered with Equity Services, Inc., a firm that provides a range of financial services including financial planning, pension consulting, and portfolio management for individuals. Samuel has previously worked with other firms including Farmers Financial Solutions, LLC, Sanford C. Bernstein & Co., LLC, Park Avenue Securities LLC, and Guardian Investor Services Corporation. Samuel holds a Series 63, Series 6, and Series 26 license. Samuel specializes in providing financial advice to individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
1
2
NJ
03/20/2024 - Present
Equity Services, Inc. (MARLTON NJ)
NJ
06/07/2006 - 09/29/2023
FARMERS FINANCIAL SOLUTIONS, LLC (East Windsor NJ)
CA
07/08/2004 - 12/31/2005
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
NY
12/07/2000 - 11/07/2002
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
10/20/2000 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NY
05/03/1999 - 10/09/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/31/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Consolazio is the right advisor for you? Invested Better is here to help.
