Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Soderman is a financial advisor at Fidelity Personal And Workplace Advisors in FRIENDSWOOD, TX. Samuel has been in the financial industry since 2007 and holds licenses for Series 63, 66, 7 and 24. Samuel also holds a license to operate as an investment advisor in the state of Texas. Samuel has experience working with various client types including individuals, families, high-net-worth individuals, trusts, and retirement plan sponsors. Samuel specializes in financial planning, investment management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/26/2021 - Present
Fidelity Personal AND Workplace Advisors (FRIENDSWOOD TX)
AZ
08/30/2021 - 10/22/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
TX
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (Webster TX)
TX
02/21/2007 - 02/26/2018
SCOTTRADE, INC. (WEBSTER TX)
BOTH
Issued 02/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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