Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Shober is an investment advisor representative with IP Financial Advisory Services LLC, based in Charlotte, NC. Samuel has been in the industry since 2012 and holds multiple licenses, including Series 7, 6, 63, and 66. Samuel has previously worked for other firms like Saybrus Equity Services, LLC, Synovus Securities, Inc., Cetera Investment Services LLC, and Securities America, Inc. Samuel specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services to qualified retirement plans.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
08/07/2024 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
CT
11/08/2021 - 01/23/2024
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
AL
08/19/2019 - 11/09/2021
SYNOVUS SECURITIES, INC. (BIRMINGHAM AL)
AL
04/14/2017 - 08/09/2019
CETERA INVESTMENT SERVICES LLC (MOBILE AL)
AL
07/29/2016 - 03/27/2017
SECURITIES AMERICA, INC. (VESTAVIA HILLS AL)
AL
10/02/2013 - 02/24/2016
NYLIFE SECURITIES LLC (BIRMINGHAM AL)
AL
12/07/2010 - 01/16/2013
NYLIFE SECURITIES LLC (BIRMINGHAM AL)
BOTH
Issued 10/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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