Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Ogles is an Investment Advisor Representative at Timothy Financial Counsel, Inc. Samuel has been in the industry since June 2020 and holds a Series 66 license as well as a Series 7TO and SIE. Samuel also has a business called Formation Circle LLC, offering speaking, writing, editing, teaching, and facilitating sessions on spiritual and faith-related topics. Samuel is a Certified Enneagram Teacher. Samuel is an experienced advisor who is passionate about helping clients achieve their financial goals.
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.
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.
Fees for education workshops
1
2
IL
06/16/2023 - Present
Timothy Financial Counsel, Inc. (WHEATON IL)
IL
06/15/2020 - 05/15/2023
THRIVENT INVESTMENT MANAGEMENT INC. (DOWNERS GROVE IL)
BOTH
Issued 07/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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