Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Martin Pollack is an investment advisor representative at Park Avenue Securities LLC, based in Deerfield, IL. Samuel holds a Series 7TO and Series 66 license. Samuel has been in the financial industry since 2023 and has a background in accounting and finance. Samuel specializes in providing financial planning and portfolio management services to individuals and families. Samuel is also a Certified Public Accountant (CPA) and provides tax preparation services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
IL
03/13/2023 - Present
Park Avenue Securities LLC (DEERFIELD IL)
BOTH
Issued 03/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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