Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Kiefer is a financial advisor who has been in the industry since March 11, 1997. Kiefer is currently registered with Wealth Enhancement Advisory Services, LLC in Plymouth, Minnesota. Kiefer has previously worked with several other firms, including Triad Advisors LLC, Purshe Kaplan Sterling Investments, UBS Financial Services Inc., and Citigroup Global Markets Inc. Kiefer is a registered representative and investment advisor representative with a strong background in financial planning, portfolio management, and retirement planning. Kiefer's professional experience, coupled with his commitment to providing exceptional client service, makes him a valuable resource for individuals and families seeking financial guidance.
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.
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.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
MA
09/19/2022 - Present
Wealth Enhancement Advisory Services, LLC (BURLINGTON MA)
MA
05/29/2018 - 09/23/2022
TRIAD ADVISORS LLC (Andover MA)
MA
02/17/2012 - 05/31/2018
PURSHE KAPLAN STERLING INVESTMENTS (BURLINGTON MA)
MA
07/08/2005 - 02/27/2012
UBS FINANCIAL SERVICES INC. (WELLESLEY MA)
NY
03/12/1997 - 07/27/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 08/30/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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