Unclaimed
Samuel Porat is a registered investment advisor representative with Neuberger Berman BD LLC. Samuel has been active in the financial industry since April 2012, and holds the Series 66, Series 7 and SIE exams. Samuel is licensed to provide investment advice in New Jersey and New York. Samuel is affiliated with the New York office of Neuberger Berman BD LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/25/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
BOTH
Issued 05/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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