Unclaimed
Samuel Wehmeyer is an investment advisor representative currently registered with Dimensional Fund Advisors LP. Samuel has been in the securities industry since 2015. Samuel is licensed in all 50 states. Samuel holds a Series 7 license for general securities representative. Samuel is also licensed with the Series 66 license for uniform combined state law examination. Samuel is also registered as an investment advisor representative in Texas. Before joining Dimensional Fund Advisors LP, Samuel worked at LORD ABBETT DISTRIBUTOR 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/04/2023 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
NJ
08/17/2015 - 07/31/2023
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 11/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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