Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Roger File is a registered representative of Principal Securities, Inc. with over 8 years of experience in the financial services industry. Samuel has been with Principal Securities, Inc. since August 2024. Samuel also has experience at Great Lakes Wine & Spirits, Integrated Parking Solutions, Kalamazoo College, Spirit of Kalamazoo, Doster Country Store, Plainwell Community Schools, Fly Inn Restaurant, Principal Life Insurance Company, and PROMETRIC TEST CENTER. Samuel holds a Series 66 license and specializes in investment advisory services, 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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MI
01/07/2025 - Present
Principal Securities, Inc. (Grand Rapids MI)
Active
Inactive
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