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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 Reuben Zaretsky is a financial advisor with over 16 years of experience in the industry. Samuel is currently registered with Fidelity Personal and Workplace Advisors and has previously held positions with E*TRADE Securities LLC, MML Investors Services, LLC and Ameriprise Financial Services, Inc.. Samuel holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses. Samuel is also a Certified Financial Planner. Samuel specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Samuel works with individual clients, high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
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
MA
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
GA
04/19/2011 - 07/20/2016
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
05/29/2009 - 04/19/2011
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
11/19/2007 - 05/20/2009
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
BOTH
Issued 12/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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