Unclaimed
Samuel King Hulse is a financial advisor with over 20 years of experience in the industry. Samuel is currently registered with Kestra Advisory Services, LLC, which is located in Fort Worth, Texas. Samuel holds the Series 6, 7, 63, and 65 licenses and the SIE certification. Previously, Samuel was employed by Financial Telesis Inc. and Princor Financial Services Corporation. Samuel works with individuals, families, and businesses, and specializes in financial planning, investment management, and retirement planning. Samuel is a member of the Kestra Advisory Services team, a national firm with over 800 financial advisors.
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
TX
02/04/2019 - Present
Kestra Advisory Services, LLC (Fort Worth TX)
TX
02/01/2012 - 08/01/2014
FINANCIAL TELESIS INC (FORT WORTH TX)
TX
10/12/2001 - 02/07/2012
PRINCOR FINANCIAL SERVICES CORPORATION (FORT WORTH TX)
CA
01/06/2012 - 01/09/2012
FINANCIAL TELESIS INC (SAN RAFAEL CA)
CA
01/25/2000 - 10/09/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
03/09/1999 - 02/01/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
09/30/1997 - 03/12/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
07/06/1994 - 11/12/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 02/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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