Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Tenney is a financial advisor with Fidelis Wealth Advisors, a firm based in Castle Rock, CO. Samuel has been in the financial industry for over 20 years and has experience in providing financial planning, investing, and portfolio management services. Samuel is a Certified Financial Planner and holds the Series 6, 7, 24, 26, 63, and 65 licenses. Samuel previously worked for PURSHE KAPLAN STERLING INVESTMENTS, LPL FINANCIAL LLC, and MUTUAL SERVICE CORPORATION.
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.
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.
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CO
08/03/2018 - Present
Fidelis Wealth Advisors (CASTLE ROCK CO)
CO
08/17/2017 - 07/16/2021
PURSHE KAPLAN STERLING INVESTMENTS (Castle Rock CO)
CO
09/08/2009 - 06/30/2016
LPL FINANCIAL LLC (LONE TREE CO)
CO
03/21/2002 - 09/08/2009
MUTUAL SERVICE CORPORATION (GREENWOOD VILLAGE CO)
GA
09/22/2000 - 03/28/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 02/09/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/02/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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