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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel McDermott is an Investment Advisor Representative with OneDigital Investment Advisors. Samuel is registered with the state of Massachusetts. Samuel is a Series 6, 7, and 63 licensed representative. Samuel is also a Series 65 licensed representative. Samuel has been in the industry since 2017. Previously, Samuel was employed by MFS Fund Distributors, Inc. Samuel specializes in retirement, investment, and financial planning services for individuals, families, and businesses. Samuel is also experienced in providing services for pooled investment vehicles.
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.
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
KS
02/15/2023 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MA
03/16/2017 - 09/30/2022
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 10/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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