Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Brimer is a financial advisor with SPC, a firm that manages over 5.5 billion dollars in assets. Samuel has been in the financial services industry since January 8, 2002, and is licensed to provide advisory services in several states, including Arizona, Florida, Louisiana, Oklahoma, Pennsylvania and Texas. Samuel has experience working with clients of various types including corporations, high net worth individuals and pension and profit sharing plans. Samuel is also a Certified Public Accountant. In addition to SPC, Samuel has also held positions with H.D. Vest Investment Services and Brimer & Butler CPA.
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.
Consultation services
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.
Seminar attendance fees
1
2
OK
08/05/2005 - Present
SPC (ARDMORE OK)
TX
01/09/2002 - 07/09/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 01/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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