Unclaimed
Samuel Thomas Price is a financial advisor with over 35 years of experience in the industry. Samuel is currently registered with Osaic Wealth, Inc. Samuel has a diverse background in financial services, having previously worked with firms such as Securities America, Inc., Securities Service Network, LLC, and Voya Financial Advisors, Inc. Samuel's expertise includes financial planning, portfolio management, and pension consulting. Samuel is committed to providing personalized financial advice to help individuals and families achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (North Chesterfield VA)
VA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (North Chesterfield VA)
VA
12/17/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (North Chesterfield VA)
VA
01/01/2004 - 12/20/2019
VOYA FINANCIAL ADVISORS, INC. (RICHMOND VA)
IA
01/01/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
05/14/1996 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
05/19/1987 - 04/24/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 02/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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