Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Williams is a registered representative with J.p. Morgan Securities LLC. Samuel is based out of DEL MAR, CA and has been in the industry since 2024. Samuel Williams is licensed to sell securities in the state of California. Samuel Williams holds Series 63, SIE, and Series 6TO licenses and has a background in various specializations including investment company products, variable contracts, fixed income, and equity.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
07/25/2024 - Present
J.p. Morgan Securities LLC (DEL MAR CA)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/09/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Samuel Williams is the right advisor for you? Invested Better is here to help.
