Unclaimed
Samuel Leib Zaidman is a financial professional with over 20 years of experience in the securities industry. Samuel Zaidman has a wide range of experience, including working with individuals, corporations, pension and profit-sharing plans, high-net-worth individuals, insurance companies, charitable organizations, trusts, foundations and endowments. Samuel Zaidman is currently registered with MML Investors Services, LLC and has been with the firm since July 2013. Prior to joining MML Investors Services, LLC, Samuel Zaidman was employed with Mass Mutual. Samuel Zaidman has also held positions with SIGNATOR INVESTORS, INC. and DATEK SECURITIES CORP. Samuel Zaidman holds Series 63, 65, 66, 7, and 24 licenses and is also a Chartered Financial Consultant.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (Brooklyn NY)
NY
03/29/1999 - 05/23/2007
SIGNATOR INVESTORS, INC. (BROOKLYN NY)
NE
09/15/1995 - 08/23/1996
DATEK SECURITIES CORP. (OMAHA NE)
BOTH
Issued 10/31/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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