Unclaimed
Samuel Bishkin is a financial advisor with Finalis Securities LLC. Samuel has been in the industry since June 29, 2018. Samuel is registered to conduct business in Texas. Samuel has passed the Series 63, Series 79, and SIE exams. Samuel previously worked at Ashland Securities, LLC, Stillpoint Capital, LLC, and Burch & Company, 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.
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.
1
2
NY
11/09/2022 - Present
Finalis Securities LLC (New York NY)
TX
04/01/2019 - 09/16/2022
ASHLAND SECURITIES, LLC (FRISCO TX)
FL
01/15/2019 - 03/05/2019
STILLPOINT CAPITAL, LLC (TAMPA FL)
MO
03/28/2018 - 12/31/2018
BURCH & COMPANY, INC (KANSAS CITY MO)
BC
Issued 02/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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