Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Ray Head is a financial advisor with Ameriprise Financial Services, LLC. Samuel has over 28 years of experience in the financial services industry. Samuel is registered with the state of South Carolina and Texas. Samuel works out of the Seneca, SC office of Ameriprise Financial Services, LLC. Samuel's main area of focus is in working with individuals, corporations, and other businesses. Samuel's client base consists of High Net Worth Individuals, pension and profit-sharing plans, trusts/estates, insurance companies, charitable organizations, and corporations or other businesses. Samuel offers a wide range of financial services, including financial planning, asset allocation services, and portfolio management.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
SC
06/08/2020 - Present
Ameriprise Financial Services, LLC (Seneca SC)
SC
06/06/1997 - 06/11/2020
VOYA FINANCIAL ADVISORS, INC. (COLUMBIA SC)
NY
01/10/1995 - 06/06/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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