Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Slagle is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Samuel has been a registered financial advisor since 2007. Samuel is licensed to provide financial and investment advice in Virginia. Samuel has experience working with a range of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
08/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
VA
11/02/2018 - 08/03/2023
OSAIC WEALTH, INC. (VIRGINIA BEACH VA)
VA
02/27/2007 - 11/02/2018
SIGNATOR INVESTORS, INC. (VIRGINIA BEACH VA)
IA
Issued 08/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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