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. Lush is an investment advisor representative with LPL Financial LLC, based in Williamsport, Pennsylvania. Samuel has been in the financial industry since 2007 and has experience with Cetera Investment Services LLC and MML Investors Services, LLC. Samuel is registered with the following securities exchanges: FINRA, and the states of Colorado, Florida, New Jersey, New York, Pennsylvania and Virginia. Samuel also offers investment advisory services in Pennsylvania. Samuel is a registered representative with the Series 7, Series 66 and SIE licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/02/2023 - Present
LPL Financial LLC (WILLIAMSPORT PA)
PA
11/01/2011 - 03/01/2023
CETERA INVESTMENT SERVICES LLC (WILLIAMSPORT PA)
PA
02/26/2007 - 11/03/2011
MML INVESTORS SERVICES, LLC (STATE COLLEGE PA)
BOTH
Issued 04/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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