Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Dingus is an investment advisor representative at Fidelity Personal And Workplace Advisors, a firm with offices in Boston, Massachusetts. Samuel has been in the financial services industry since 1989 and is registered with the Financial Industry Regulatory Authority (FINRA) and 52 state securities regulators. Samuel offers a variety of financial services, including portfolio management, financial planning, educational seminars and the selection of other advisors.
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.
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.
1
2
KY
03/30/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
NA
07/15/1991 - 07/22/1992
FSC SECURITIES CORPORATION
NA
08/04/1989 - 07/15/1991
FIRST INVESTORS CORPORATION
BOTH
Issued 03/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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