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 Matlin is a financial advisor registered with Capstone Partners in Denver, CO. Samuel has been in the financial industry since December 24, 2010 and holds the Series 7, 63, and SIE licenses. Samuel has been registered with Capstone Partners since October 28, 2020. Previously, Samuel worked at PRESTWICK PARTNERS, LLC in Minneapolis, MN.
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.
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.
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2
CO
10/28/2020 - Present
Capstone Partners (Denver CO)
MN
06/29/2010 - 05/01/2020
PRESTWICK PARTNERS, LLC (MINNEAPOLIS MN)
BC
Issued 10/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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