Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Bartoletta is a financial advisor with Ameriprise Financial Services, LLC. Samuel has been in the industry since 1995 and is registered in Florida and Texas. Samuel specializes in providing financial advice and services to individuals, corporations, charitable organizations, trusts and estates, and pension and profit-sharing plans.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/06/2020 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
10/29/2010 - 03/09/2020
MORGAN STANLEY (BOCA RATON FL)
FL
07/31/2007 - 11/03/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOCA RATON FL)
FL
12/06/2005 - 07/31/2007
RYAN BECK & CO. (PALM BEACH GARDENS FL)
CT
01/14/2005 - 12/21/2005
ADVEST, INC. (HARTFORD CT)
MA
10/20/2004 - 01/18/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
06/27/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
02/07/2000 - 07/03/2002
AXA ADVISORS, LLC (NEW YORK NY)
FL
07/23/1997 - 12/21/1999
BERNARD, LEE & EDWARDS SECURITIES, INC (LEESBURG FL)
MN
03/03/1997 - 07/24/1997
GLOBAL FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
FL
11/08/1996 - 03/26/1997
D.L. CROMWELL INVESTMENTS, INC. (BOCA RATON FL)
NY
08/15/1995 - 10/28/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
05/26/1995 - 07/31/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
05/26/1995 - 06/19/1995
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
IA
Issued 03/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Bartoletta is the right advisor for you? Invested Better is here to help.
