Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Than Myint is a financial professional with over 3 years of experience in the financial services industry. Samuel is currently registered with Charles Schwab & CO., Inc. and has previously been registered with TD AMERITRADE, INC. Samuel has a Series 7TO, SIE and Series 63 licenses, demonstrating expertise in securities trading and regulatory compliance. Samuel's areas of specialization include financial planning and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/19/2022 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
NE
06/08/2019 - 01/19/2022
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 08/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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