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 Dittmar is a financial advisor working at Davenport & Co. LLC in Richmond, Virginia. Samuel has been in the financial services industry since September 22, 2017, and previously worked at Wells Fargo Clearing Services, LLC, SunTrust Investment Services, Inc., and Sagepoint Financial, Inc. Samuel is licensed to provide investment advice in Virginia.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
03/06/2023 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
03/23/2018 - 03/01/2023
WELLS FARGO CLEARING SERVICES, LLC (GLEN ALLEN VA)
VA
10/11/2017 - 03/06/2018
SUNTRUST INVESTMENT SERVICES, INC. (GLEN ALLEN VA)
VA
07/01/2014 - 08/07/2014
SAGEPOINT FINANCIAL, INC. (RICHMOND VA)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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