Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Varano is an investment advisor representative at Private Advisor Group, LLC, based in Pottstown, PA. Samuel has been a registered advisor since 2004 and holds multiple securities licenses, including Series 6, 7, 63 and 66. Samuel has been a Certified Financial Planner and has prior experience with Pitcairn Trust Company, Aret� Partners, LLC, Rosenzweig & Associates DBA RZ Wealth and Diversified, LLC. DBA Diversified Lifelong Advisors.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
04/20/2023 - Present
Private Advisor Group, LLC (Pottstown PA)
SC
02/03/2010 - 03/12/2010
NEXT FINANCIAL GROUP, INC. (MT. PLEASANT SC)
PA
10/26/2005 - 07/20/2006
AXA ADVISORS, LLC (LANCASTER PA)
PA
05/07/2004 - 07/11/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 02/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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