Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Matthew Laporte is a financial advisor with Wells Fargo Clearing Services, LLC. Samuel has been in the industry for over 5 years, and he has experience working with a variety of clients, including individuals, families, businesses, and institutions. Samuel is also a registered investment advisor and holds a Series 6, 7, 63, and 65 license. In addition to his experience with Wells Fargo, Samuel has also worked for Fidelity Brokerage Services LLC and Truist Investment Services, Inc.
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.
Investment consulting services to institutional clients
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.
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2
CO
06/24/2024 - Present
Wells Fargo Clearing Services, LLC (HIGHLANDS RANCH CO)
VA
07/25/2021 - 05/30/2024
FIDELITY BROKERAGE SERVICES LLC (GLEN ALLEN VA)
VA
02/17/2021 - 04/12/2021
TRUIST INVESTMENT SERVICES, INC. (CHESTERFIELD VA)
VA
10/22/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
IA
Issued 02/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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