Unclaimed
Samuel Markus Aamot is an investment advisor representative with Wedbush Securities Inc. Samuel Markus Aamot has been in the securities industry since October 23, 2013. Samuel Markus Aamot is registered in California. Samuel Markus Aamot holds Series 6, 7, 63, and 65 licenses. Samuel Markus Aamot is also registered with FINRA. Samuel Markus Aamot is currently employed by Wedbush Securities Inc. Samuel Markus Aamot previously worked for Woodbury Financial Services, Inc. in Overland Park, Kansas.
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.
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
CA
07/24/2024 - Present
Wedbush Securities Inc. (BEVERLY HILLS CA)
KS
10/24/2013 - 03/08/2019
WOODBURY FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
IA
Issued 12/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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