Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Rutherford is a financial advisor with Fidelity Personal And Workplace Advisors. Samuel has been in the industry for over 10 years. Samuel is registered with FINRA as a Registered Representative and is licensed to provide investment advice in Minnesota and Texas. Samuel holds the Series 7, Series 66, Series 6TO and SIE licenses. Samuel's previous employers include Northwestern Mutual Investment Services, LLC and Edward Jones. Samuel specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses.
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.
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
MN
04/04/2022 - Present
Fidelity Personal AND Workplace Advisors (OAKDALE MN)
MN
08/06/2014 - 02/14/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKE ELMO MN)
MN
04/08/2013 - 07/25/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
MN
02/11/2011 - 03/20/2012
EDWARD JONES (FOREST LAKE MN)
BOTH
Issued 02/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Samuel Rutherford is the right advisor for you? Invested Better is here to help.
