ADVISOR BIO

Samuel Croucher is a financial advisor registered with LPL Financial LLC and California Financial Partners, Inc. Samuel has been in the industry since September 29, 2019. Samuel is a Certified Financial Planner™ professional. Samuel is registered to offer securities and advisory services in California, Hawaii, Indiana, and Ohio. Samuel is also registered as an Investment Advisor Representative in California.

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ADVISOR BIO

Samuel Galatioto is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Samuel has been working in the financial services industry since February 2006. Samuel is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and SIE licenses. Samuel is also registered with the states of Arizona, California, Hawaii, New York, Texas and Virginia. Samuel was previously registered with LIFEMARK SECURITIES CORP., CHASE INVESTMENT SERVICES CORP., MORGAN STANLEY SMITH BARNEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Samuel Freeman Russell is a financial advisor who is registered with Stifel, Nicolaus & Company, Inc. in California and Texas. Russell has been working in the industry since 1982. Russell has a Series 7 and Series 63 license and is registered in 19 states.

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ADVISOR BIO

Samuel Callari is a financial advisor with UBS Financial Services Inc. He is registered with the state of California and has been in the industry for over 6 years. Samuel holds the Series 66, Series 7 and SIE licenses, as well as registration in multiple states. He specializes in providing financial planning services to individuals, businesses, and corporations. Samuel has a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Samuel Franco is a financial advisor at Commonwealth Financial Network. Samuel has been in the financial industry since 2006. Samuel has a wide range of experience in the industry, including experience with Ameriprise Financial Services, LLC and Sorrento Pacific Financial, LLC. Samuel is licensed to sell securities in California. Samuel specializes in providing financial advice to individuals, corporations, and charitable organizations. Samuel is committed to providing his clients with the highest level of service and personalized financial advice.

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ADVISOR BIO

Samuel I. Perez is a registered representative with J.p. Morgan Securities LLC, located in Pico Rivera, CA. Samuel has been in the securities industry since May 1, 2016. Samuel is licensed in California and holds the Series 6, Series 63, and SIE licenses. Samuel specializes in providing financial planning and portfolio management for individuals and businesses.

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ADVISOR BIO

Samuel Bogaczyk is a financial professional who is currently registered with Cuso Financial Services, LP, a firm headquartered in San Diego, California. Samuel Bogaczyk is also registered as an Investment Advisor Representative in North Carolina. Samuel Bogaczyk has been in the industry since 2017. Cuso Financial Services, LP is a firm that offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Samuel Mark Bonikowsky is a registered representative with Madison Avenue Securities, LLC. Samuel Bonikowsky is also a registered investment advisor representative in the state of South Carolina. Samuel has been in the securities industry since December 17, 2019. Samuel has a Series 66, Series 7TO and a SIE license. He is also a Certified Financial Planner™.

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ADVISOR BIO

Samuel 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.

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ADVISOR BIO

Samuel Sinclair is a financial advisor with 1st Discount Brokerage, Inc. Samuel is based in Modesto, CA and has been active in the financial industry since October 1993. Samuel has several licenses and registrations across multiple states, including Series 63, 7, and 24.

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