Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Vandeweerd is a wealth advisor at CWM, LLC DBA Carson Wealth. Samuel has been in the financial industry since 2004 and has experience in various areas, including financial planning, portfolio management, estate planning, and insurance. Samuel holds both Series 6, 7, and 63 licenses, as well as the SIE, Series 65 and is registered in Iowa, Ohio, and Texas. Samuel has previously worked for firms like Raymond James Financial Services, Inc., Broker Dealer Financial Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, U.S. BANCORP INVESTMENTS, INC., and INTERSECURITIES, INC.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
IA
11/21/2023 - Present
CWM, LLC (Pella IA)
IA
11/10/2015 - 09/12/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PELLA IA)
IA
04/16/2013 - 11/09/2015
BROKER DEALER FINANCIAL SERVICES CORP. (PELLA IA)
IA
02/08/2008 - 04/17/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PELLA IA)
IA
05/11/2005 - 02/12/2008
U.S. BANCORP INVESTMENTS, INC. (NEW SHARON IA)
FL
06/24/2004 - 04/20/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 09/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Vandeweerd is the right advisor for you? Invested Better is here to help.
