Unclaimed
Samuel Jacobs is a financial advisor with over 30 years of experience in the industry. Samuel is a registered representative of Lasalle St Securities, LLC, and has been with the firm since February 2004. Samuel's previous experience includes roles at Peregrine Financials & Securities, Inc., International Assets Advisory, LLC, and Chatfield Dean & Co., Inc. Samuel is licensed to conduct business in 49 states. Samuel holds Series 7, 24, 63 and 65 licenses, as well as the SIE.
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.
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.
1
2
FL
02/27/2004 - Present
Lasalle ST Securities, LLC (WINTER PARK FL)
IL
12/07/2001 - 03/01/2004
PEREGRINE FINANCIALS & SECURITIES, INC. (CHICAGO IL)
FL
06/29/1993 - 12/13/2001
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
CO
07/10/1992 - 06/07/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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