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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel M. Bronsky is an investment advisor representative with Avantax Advisory Services. Samuel has been in the financial services industry since August 2017. Samuel is registered with FINRA and has Series 66, SIE and Series 7 securities licenses. Samuel specializes in providing financial planning services, pension consulting and portfolio management to high net worth individuals, corporations and other businesses, pension and profit-sharing plans and individuals other than high-net worth.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
02/05/2024 - Present
Avantax Advisory Services (AMHERST NY)
NY
08/07/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Williamsville NY)
BOTH
Issued 06/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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