Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Buchenau is an investment advisor representative with Curi RMB Capital, LLC. He has been registered as an investment advisor in the state of Colorado since August 23, 2023. Previously, Samuel was a registered representative for Fidelity Brokerage Services LLC. He also holds Series 63, Series 7TO and SIE licenses. Samuel has a diverse background, with experience in a variety of industries including financial services, education and hospitality. He is passionate about helping his clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
08/23/2023 - Present
Curi RMB Capital, LLC (Denver CO)
CO
03/02/2021 - 02/16/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
IA
Issued 08/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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