Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Lamson is an investment professional with over 7 years of experience in the financial services industry. Samuel currently works at J.P. Morgan Securities LLC as a Registered Representative. Previously, Samuel worked at Greenhill & Co., LLC and Citigroup Global Markets Inc. Samuel is licensed in New York and holds the Series 7, Series 63, Series 79TO and SIE licenses. Samuel specializes in providing financial and investment advice to individuals, corporations, high-net-worth individuals, and institutional clients. Samuel's experience includes investment banking, securities trading, and portfolio management.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
03/22/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
09/10/2021 - 01/24/2023
GREENHILL & CO., LLC (NEW YORK NY)
NY
09/19/2020 - 08/23/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/23/2016 - 08/29/2018
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 09/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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