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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 Rik Yarian is a financial advisor currently working at Kestra Advisory Services, LLC. Samuel has been working in the financial industry since May 4, 2019. Samuel is registered with FINRA as well as the state of Texas and New Jersey. Samuel holds the Series 66, Series 7TO, and SIE exams. In addition to working at Kestra Advisory Services, LLC, Samuel also owns and operates IWS Financial and provides financial advisory services through Oxygen Financial Inc. Samuel has prior experience at Hornor, Townsend & Kent, LLC and Equity Services, Inc.. Samuel is a Registered Investment Advisor and is able to provide financial advice to high-net-worth individuals, corporations, and trusts. Samuel is also able to provide financial planning, pension consulting, and selection of other advisors.
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.
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.
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TX
02/07/2025 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NJ
03/29/2021 - 08/20/2024
EQUITY SERVICES, INC. (CHERRY HILL NJ)
PA
10/25/2019 - 03/25/2021
HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)
NJ
01/09/2019 - 07/18/2019
EQUITY SERVICES, INC. (CHERRY HILL NJ)
BOTH
Issued 02/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/27/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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