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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 West Thomas is an Investment Advisor Representative at Fifth Third Wealth Advisors LLC. Samuel has been in the industry for over 5 years and holds a Series 65 license. Samuel currently provides financial planning services.
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.
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.
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GA
01/03/2024 - Present
Fifth Third Wealth Advisors LLC (Atlanta GA)
IA
Issued 02/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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