Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Mathew is a financial advisor with over 30 years of experience in the financial services industry. Samuel is currently registered with Hornor, Townsend & Kent, LLC and holds Series 6, 7, 22, 24, 63, and 65 licenses. Samuel's experience includes working with Waddell & Reed, Inc.. Samuel is a Certified Financial Planner and has extensive experience in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Samuel is also licensed as an insurance broker. Samuel's primary office is in Marlton, NJ, but Samuel is registered to provide financial services in multiple states.
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.
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.
Trail commissions, distribution assistance fees
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2
NJ
08/26/2020 - Present
Hornor, Townsend & Kent, LLC (MARLTON NJ)
KS
10/13/1988 - 07/31/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 05/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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