Unclaimed
Samuel Dansby is a registered representative with USAA Investment Services Co. with more than 15 years of experience in the financial industry. Samuel Dansby has been with USAA Investment Services Co. since July 2021. Prior to joining USAA Investment Services Co., Samuel Dansby was employed by TD AMERITRADE, INC. Samuel Dansby has a Series 7, Series 63 and Series 66 licenses. Samuel Dansby is registered to provide advisory services in 53 states and District of Columbia.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
08/17/2021 - Present
Usaa Investment Services Co. (Plano TX)
TX
08/15/2006 - 04/20/2021
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 02/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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