Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Crossley is a financial advisor with Wells Fargo Clearing Services, LLC. Samuel has over 20 years of experience in the financial services industry, specializing in helping individuals, families, and businesses achieve their financial goals. Samuel is a Certified Financial Consultant. Samuel is registered to provide investment advice and securities products in several states including South Carolina, Georgia, Texas and others. Samuel is dedicated to providing personalized financial guidance and working with clients to develop customized financial plans. Samuel’s previous employment includes roles at Principal Securities, Inc., AIG Capital Services, Inc., LPL Financial LLC, and MML Investors Services, LLC.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
11/28/2023 - Present
Wells Fargo Clearing Services, LLC (CHARLESTON SC)
GA
04/29/2021 - 11/17/2023
PRINCIPAL SECURITIES, INC. (Savannah GA)
NJ
04/30/2018 - 02/04/2021
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
GA
02/14/2018 - 05/07/2018
LPL FINANCIAL LLC (WAYNESBORO GA)
GA
01/07/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (WAYNESBORO GA)
GA
09/17/2001 - 01/22/2016
MML INVESTORS SERVICES, LLC (SAVANNAH GA)
IA
Issued 04/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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