Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Louis Motto is a registered investment advisor representative with Knights Of Columbus Asset Advisors LLC. Samuel has been in the securities industry since 2000. Samuel has held previous positions with Foreside Fund Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Transamerica Financial Advisors, Inc, Allstate Financial Services, LLC, MetLife Securities Inc., Signator Investors, Inc., Nationwide Securities, Inc., Bisys Fund Services Limited Partnership and Corna Securities, Inc. Samuel is licensed in Florida. Samuel has successfully passed several securities examinations.
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.
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.
Strategic management for diversified investment portfolios.
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.
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CT
06/30/2021 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
ME
12/19/2018 - 12/31/2020
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
FL
04/18/2016 - 09/13/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUN CITY CENTER FL)
FL
10/06/2015 - 05/10/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PLANT CITY FL)
FL
08/20/2010 - 07/16/2013
ALLSTATE FINANCIAL SERVICES, LLC (ST PETERSBURG FL)
FL
12/17/2009 - 08/20/2010
METLIFE SECURITIES INC. (TAMPA FL)
FL
10/24/2008 - 12/18/2009
SIGNATOR INVESTORS, INC. (TAMPA FL)
FL
02/09/2000 - 05/28/2008
NATIONWIDE SECURITIES, INC. (TAMPA FL)
ME
06/06/1996 - 07/10/1998
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
OH
02/18/1994 - 01/31/1996
CORNA SECURITIES, INC. (COLUMBUS OH)
IA
Issued 06/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1994
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
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