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 Kneuper is a financial advisor registered with Global Retirement Partners LLC and is also actively registered with the state of Texas. Samuel has a varied background in the financial services industry, having worked with companies like Cambridge Investment Research, Inc. and IMS Securities, Inc. Samuel is a Chartered Financial Consultant and has a deep understanding of financial planning. Samuel has experience working with individuals, businesses, charitable organizations, and pension and profit-sharing plans. Samuel has been in the financial services industry for over 30 years. Samuel is committed to providing personalized financial advice to his clients, helping them reach 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.
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.
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
CA
02/05/2024 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
TX
01/05/2018 - 02/09/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (New Braunfels TX)
TX
10/12/2017 - 12/08/2017
IMS SECURITIES, INC. (HOUSTON TX)
TX
03/29/1989 - 10/03/2017
ONEAMERICA SECURITIES, INC. (NEW BRAUNFELS TX)
IN
03/29/1989 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
07/03/1986 - 03/06/1989
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
NA
12/23/1975 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
BC
Issued 11/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1975
Series 1 - Registered Representative Examination
Active
Inactive
Not sure Samuel Kneuper is the right advisor for you? Invested Better is here to help.
