Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Jolley is a financial advisor with Fidelity Personal And Workplace Advisors. Samuel is a registered investment advisor and holds Series 7TO, Series 6, Series 63, and Series 65 licenses. Samuel has experience in the financial services industry since 2018 and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and OneAmerica Securities, Inc. Samuel has a specialization in the following areas: retirement planning, college planning, estate planning, and insurance. Samuel is dedicated to 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.
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.
1
2
FL
05/11/2021 - Present
Fidelity Personal AND Workplace Advisors (PALM BEACH GARDENS FL)
FL
04/02/2019 - 03/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
FL
10/01/2018 - 03/28/2019
ONEAMERICA SECURITIES, INC. (Coral Gables FL)
IA
Issued 01/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Samuel Jolley is the right advisor for you? Invested Better is here to help.
