Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Lindemann is a financial advisor with Edelman Financial Engines in ROSEVILLE, CA. Samuel is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2013. Samuel previously worked at CHARLES SCHWAB & CO., INC. and is currently registered with the state of California. Samuel has passed the Series 63, Series 66, Series 7, and the SIE exams. Samuel specializes in working with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Samuel offers a variety of financial planning and advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CA
06/09/2021 - Present
Edelman Financial Engines (ROSEVILLE CA)
CA
01/01/2014 - 05/26/2021
CHARLES SCHWAB & CO., INC. (Folsom CA)
BOTH
Issued 01/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Samuel Lindemann is the right advisor for you? Invested Better is here to help.
