Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Nunez is a Private Wealth Advisor and has been in the financial industry since 1993. Samuel is currently registered with Bolton Securities Corp. as a Registered Investment Advisor (RIA) and has a Series 63, Series 65, Series 7, and Series 31 licenses. Prior to joining Bolton Securities Corp. Samuel worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, NA. Samuel specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Samuel is also the owner and managing member of Bilimek, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
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.
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2
CA
09/06/2016 - Present
Bolton Securities Corp. (EL CAJON CA)
CA
06/10/1993 - 08/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
IA
Issued 05/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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