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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 Kust is an investment advisor representative at Fidelis Wealth Management, LLC. Samuel Kust has been in the industry since 2017 and has a Series 65 license. Samuel Kust specializes in providing financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. Samuel Kust is also licensed to sell insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Solicitor fees
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FL
05/17/2023 - Present
Fidelis Wealth Management, LLC (DANIA BEACH FL)
IA
Issued 08/04/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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