Unclaimed
Samuel Lanctot Hamlett is a registered representative with LPL Financial LLC and has been in the industry since August 1998. Samuel is licensed in 53 states and two territories as well as New York and Texas for investment advisory services. Samuel has been a registered representative with M&T SECURITIES, INC. and WILMINGTON BROKERAGE SERVICES COMPANY prior to joining LPL Financial LLC. Samuel is well-versed in financial planning, portfolio management, and investment products.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
08/26/2024 - Present
LPL Financial LLC (BUFFALO NY)
NY
07/13/1998 - 06/09/2021
M&T SECURITIES, INC. (BUFFALO NY)
NY
05/16/2011 - 10/07/2011
WILMINGTON BROKERAGE SERVICES COMPANY (BUFFALO NY)
BOTH
Issued 08/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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