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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 Pleasant-cress is a registered Investment Advisor Representative with Fisher Investments in Plano, Texas. Samuel is licensed to provide investment advisory services in Texas. Previous employment includes roles at Fidelity Brokerage Services LLC and KeyBank. Samuel Pleasant-cress's background includes experience in a variety of industries, including finance, healthcare, and retail. Samuel Pleasant-cress is a Series 63 and Series 66 licensed representative. Samuel holds a Series 7TO and SIE license. Samuel Pleasant-cress is focused on providing investment advice to high-net-worth individuals, corporations, and other businesses. Samuel Pleasant-cress is able to provide investment advice and financial planning. Samuel Pleasant-cress offers a range of investment services, including portfolio management, portfolio assessment, and financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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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TX
07/01/2024 - Present
Fisher Investments (PLANO TX)
TX
06/29/2023 - 06/19/2024
FIDELITY BROKERAGE SERVICES LLC (DALLAS TX)
BOTH
Issued 02/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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