Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Scott Alexander is a financial professional with over 16 years of experience in the financial services industry. Samuel is currently registered with Cetera Investment Advisers LLC. Samuel has held previous positions with Woodbury Financial Services, Inc. and Jackson National Life Distributors LLC. Samuel is also a Certified Financial Planner. Samuel provides a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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2
NE
03/21/2024 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
08/03/2021 - 06/02/2022
WOODBURY FINANCIAL SERVICES, INC. (OMAHA NE)
CO
07/11/2007 - 01/14/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
01/12/2006 - 06/11/2007
NATIONAL PLANNING CORPORATION (DENVER CO)
BOTH
Issued 2/4/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/3/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 1/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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