Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Jung Hauxwell is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc., located in Bend, OR. Samuel has been in the financial industry since November 25, 2008. Samuel is registered to provide investment advice in 14 states, including Oregon, Arizona, California, and Washington. Samuel has passed the Series 6, Series 7, Series 63, and Series 66 exams. Samuel has a background in securities trading and investment advising, and offers financial planning, portfolio management, and other services to individuals and businesses.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
06/25/2015 - Present
Raymond James Financial Services Advisors, Inc. (BEND OR)
AZ
06/16/2008 - 01/25/2011
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 06/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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