Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Oliver Dehaven is a registered investment advisor with LPL Financial LLC. Samuel has been in the industry since February 27, 2006. Samuel has worked for several firms including Investment Centers of America, Inc. and BancWest Investment Services, Inc. Samuel holds Series 66 and Series 7 licenses. Samuel is registered in the states of Arizona, California, Colorado, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, Nevada, Texas, Washington, and Wisconsin. Samuel provides advisory services to individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, investment clubs, and state or municipal government entities.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MN
11/29/2017 - Present
LPL Financial LLC (FOREST LAKE MN)
MN
09/07/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (FOREST LAKE MN)
MN
05/22/2012 - 09/15/2016
BANCWEST INVESTMENT SERVICES, INC. (BLAINE MN)
WI
08/04/2010 - 05/30/2012
NYLIFE SECURITIES LLC (LUCK WI)
WI
04/14/2009 - 07/07/2010
EDWARD JONES (LUCK WI)
MN
08/12/2006 - 04/23/2009
UBS FINANCIAL SERVICES INC. (ST PAUL MN)
MN
01/31/2006 - 08/12/2006
PIPER JAFFRAY & CO. (STILLWATER MN)
BOTH
Issued 02/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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