Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Thomas Gilbert is an investment advisor representative with Yousif Capital Management, LLC in Bloomfield Hills, MI. Samuel has been in the industry since 2015. Samuel is also a Chartered Financial Analyst. Samuel has passed Series 7, Series 63, and SIE exams. Samuel has worked with Victory Capital Services, Inc. and JPMorgan Securities LLC in the past.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
04/15/2024 - Present
Yousif Capital Management, LLC (BLOOMFIELD HILLS MI)
OH
08/15/2017 - 09/12/2023
VICTORY CAPITAL SERVICES, INC. (BROOKLYN OH)
MI
07/06/2015 - 06/22/2017
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
BC
Issued 10/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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