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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 Phillip Belsito, a CERTIFIED FINANCIAL PLANNER™, is a financial advisor with over 24 years of experience. Samuel currently works at Osaic Wealth, Inc., in Vernon, CT. Before joining Osaic Wealth, Inc., Samuel was with Woodbury Financial Services, Inc., and previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Samuel holds a Series 66, Series 7, and SIE license and specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Samuel is registered in Connecticut, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, South Carolina, and Texas.
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.
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.
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2
CT
06/04/2024 - Present
Osaic Wealth, Inc. (VERNON CT)
CT
09/15/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (VERNON CT)
CT
06/29/2007 - 08/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
MA
12/07/2004 - 07/13/2007
UBS FINANCIAL SERVICES INC. (BOSTON MA)
NY
11/11/1999 - 12/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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