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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Joseph Jew has been in the financial industry since 1997. Samuel is currently a registered representative of Wells Fargo Clearing Services, LLC. Samuel has experience with a variety of firms including A.G. Edwards & Sons, Inc., Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated and Morgan Stanley DW Inc. Samuel's registrations are active in Mississippi and Texas and is currently approved for both Broker-Dealer and Investment Advisor services. Samuel has a combined 27 years of experience in the industry and has passed exams for Series 63, 65, 66, 7 and 31.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
MS
03/14/2014 - Present
Wells Fargo Clearing Services, LLC (RIDGELAND MS)
MS
03/19/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RIDGELAND MS)
MS
02/21/2006 - 03/12/2007
CITIGROUP GLOBAL MARKETS INC. (JACKSON MS)
MD
06/08/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/23/1997 - 06/13/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/29/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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