Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Samuels is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Shaun is also registered with the state of Arizona as an investment advisor. Previously, Shaun was a registered representative with J.P. MORGAN SECURITIES LLC and CHARLES SCHWAB & CO., INC. Shaun has been in the financial services industry since 2019.
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.
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.
Compensation from affiliates
1
2
AZ
08/14/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Phoenix AZ)
AZ
08/09/2023 - 07/18/2024
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
AZ
02/01/2019 - 07/31/2023
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 04/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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