linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Samuel Wesley Sanso

Kestra Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Samuel? Claim Your Profile

About Samuel Wesley Sanso

Samuel Wesley Sanso is a financial advisor with Kestra Investment Services, LLC. Samuel is licensed in Texas and holds the Series 7TO, Series 63, and SIE exams. Samuel has been in the industry since July 12, 2024. Previously, Samuel worked for CHARLES SCHWAB & CO., INC. in Austin, TX.

Firm Information

Samuel Sanso is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Samuel Sanso’s Registration & Firm History

TX

08/08/2024 - Present

Kestra Investment Services, LLC (AUSTIN TX)

TX

04/27/2023 - 05/22/2023

CHARLES SCHWAB & CO., INC. (Austin TX)

Not sure if Samuel Wesley Sanso is right for you?

Licenses & Designations

BC

Issued 05/08/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Samuel Wesley Sanso. Review regulatory record here.
Not sure if Samuel Wesley Sanso is right for you?