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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Politte is a registered investment advisor representative with SEI Investments Management Corp. Samuel's professional career began at Saxony Securities, Inc. where he was employed from 2017 to 2018. In 2018 Samuel joined Patrick Capital Markets, LLC, where he worked until 2022. Samuel is a licensed Series 7, 24, 66, and 82 representative. Samuel is also a Series 14, 26, and 39 principal. Samuel is currently registered to provide investment advice in Missouri and Pennsylvania.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MO
06/09/2022 - Present
SEI Investments Management Corp. (ST. LOUIS MO)
MO
11/14/2018 - 06/06/2022
PATRICK CAPITAL MARKETS, LLC (St. Louis MO)
MO
07/26/2017 - 12/31/2018
SAXONY SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 01/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/10/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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