Unclaimed
Samuel Yeargin is a financial professional with experience in the financial services industry. Samuel is currently registered with The Huntington Investment Co. in Cleveland, Ohio and holds Series 7TO, Series 63, and SIE licenses. Samuel has previously worked with WELLS FARGO CLEARING SERVICES, LLC and VANGUARD MARKETING CORPORATION.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/05/2024 - Present
THE Huntington Investment Co. (CLEVELAND OH)
MO
04/28/2021 - 07/03/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
11/26/2019 - 03/12/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 10/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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