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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Warren Needham is an Investment Advisor Representative associated with Constellation Wealth Advisors. Samuel has been in the industry since 2016 and is licensed in Tennessee. Prior to joining Constellation Wealth Advisors, Samuel worked at J.P. Morgan Securities LLC and Goldman Sachs & Co. LLC. Samuel has a diverse background with experience in various financial markets, including equity, fixed income, and commodities. Samuel is dedicated to providing personalized financial advice and building long-term relationships with clients. He is a Director at the Martha O'Bryan Center, a non-profit organization dedicated to alleviating poverty.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
08/30/2023 - Present
Constellation Wealth Advisors (CINCINNATI OH)
TN
08/08/2019 - 03/31/2023
J.P. MORGAN SECURITIES LLC (Nashville TN)
GA
05/20/2016 - 08/09/2019
GOLDMAN SACHS & CO. LLC (ATLANTA GA)
IA
Issued 08/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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