Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Paul Maness is a financial advisor registered with Raymond James Financial Services Advisors, Inc. based in Ann Arbor, MI. Samuel has been in the financial services industry since March 3, 2016. He has a Series 7, 9, 10, 66, and SIE licenses. Samuel is also a Certified Financial Planner. He has been registered with Raymond James Financial Services Advisors, Inc. since February 2018.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
01/07/2020 - Present
Raymond James Financial Services Advisors, Inc. (ANN ARBOR MI)
IL
02/24/2016 - 02/12/2018
VALMARK SECURITIES, INC. (SCHAUMBURG IL)
BOTH
Issued 06/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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