Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Joseph Diarbakerly is an investment advisor representative with Integrated Wealth Concepts LLC, a firm with offices in Naples, FL and Waltham, MA. Samuel is also an active investment advisor representative in Massachusetts. Prior to joining Integrated Wealth Concepts LLC, Samuel was a registered representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Samuel has passed the Series 66, SIE, and Series 7 exams.
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.
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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FL
10/08/2024 - Present
Integrated Wealth Concepts LLC (NAPLES FL)
MA
03/01/2017 - 02/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 07/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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