Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Robert Chamberlain is a financial advisor registered with World Investment Advisors, LLC. He is based in Cohasset, MA, and is registered with the states of Arizona, California, Connecticut, District of Columbia, Florida, Louisiana, Maine, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, South Carolina, Texas, Vermont, Virginia, and Washington. Samuel has worked in the financial industry since 2008. His previous employment includes Raymond James Financial Services, Inc. and Ameriprise Financial Services, Inc. Samuel specializes in portfolio management, financial planning, and pension consulting.
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.
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
06/28/2024 - Present
World Investment Advisors, LLC (Cohasset MA)
MA
07/02/2015 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTBOROUGH MA)
MA
07/31/2008 - 07/22/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Hingham MA)
BOTH
Issued 08/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Chamberlain is the right advisor for you? Invested Better is here to help.
