Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel R. Gullette has been a registered investment advisor for over 20 years. Samuel is currently a licensed representative of Cetera Investment Advisers LLC. Samuel has worked with VOYA FINANCIAL ADVISORS, INC., AXA ADVISORS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Samuel specializes in providing financial advice to individuals, businesses, corporations, and charitable organizations.
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.
1
2
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (CLACKAMAS OR)
OR
08/12/2010 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CLACKAMAS OR)
WA
04/12/2002 - 08/17/2010
AXA ADVISORS, LLC (BELLEVUE WA)
NY
11/22/2000 - 03/11/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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