Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Stewart is a financial advisor registered in the state of Texas. Samuel has been in the industry for over 3 years and holds Series 63, Series 65, Series 7, and SIE licenses. Samuel currently works at Allstate Financial Advisors, LLC, based in New Braunfels, Texas. Samuel also previously worked at Thrivent Investment Management Inc and J.P. Morgan Securities LLC.
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.
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Third party advisory fees
1
2
TX
05/31/2023 - Present
Allstate Financial Advisors, LLC (New Braunfels TX)
TX
03/23/2023 - 04/22/2023
J.P. MORGAN SECURITIES LLC (ROUND ROCK TX)
TX
07/17/2020 - 03/21/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Cedar Park TX)
IA
Issued 01/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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