Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Collins is a registered investment advisor representative. Samuel has been in the industry since September 1999 and has a history of working with various firms. Samuel currently works with Osaic Wealth, Inc., which has a strong focus on serving high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Samuel has a history with other firms such as Securities America, Inc., Investcorp, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Samuel provides advisory services in financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.
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.
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.
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2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (HITCHCOCK TX)
TX
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (HITCHCOCK TX)
TX
04/20/2012 - 07/17/2020
INVESTACORP, INC. (HITCHCOCK TX)
TX
07/22/2004 - 04/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GALVESTON TX)
MO
09/21/1999 - 07/27/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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