Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Michael Burkart is a financial professional with a focus on individual and business portfolio management. He is a registered investment advisor representative with Osaic Wealth, Inc. and has a Series 63 and Series 65 license. Samuel has a wide range of experience working with a variety of clients and is dedicated to providing personalized financial advice. He has worked with individuals, families, and small businesses, helping them to achieve their financial goals. Samuel holds a Series 6TO and SIE license and is committed to staying current on the latest market trends and financial regulations.
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.
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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WI
06/14/2024 - Present
Osaic Wealth, Inc. (PEWAUKEE WI)
WI
02/11/2022 - 06/14/2024
SECURITIES AMERICA, INC. (PEWAUKEE WI)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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