Years of Experience
5-20+ Years
NAPLES, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Salwa Ameen is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Salwa has been in the financial services industry since May 2015. Salwa's firm manages assets for a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Salwa can assist clients with a range of financial services, including investment consulting, financial planning, and portfolio management.
SPECIALIZATIONS
MIAMI, FL
39 Years Experience
2 Disclosures
ADVISOR BIO
Sam Luby has been active in the financial services industry since 1986 and is currently a registered representative with Wells Fargo Advisors Financial Network, LLC. Sam Luby has held previous positions with a number of firms including Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, PaineWebber Incorporated, Smith Barney Shearson Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Kidder, Peabody & Co. Incorporated. Sam Luby is licensed to provide investment advisory services in 38 states and is a registered Investment Advisor in Florida.
SPECIALIZATIONS
ORMOND BEACH, FL
3 Years Experience
0 Disclosures
ADVISOR BIO
Sam Joseph Hnilicka is a financial advisor with Cetera Investment Advisers LLC. Sam is registered in Alabama and Florida. Sam has been in the industry since 2022. Cetera Investment Advisers LLC, a firm with over 100,000 clients, provides financial planning and investment advice to individuals, corporations, and other entities.
SPECIALIZATIONS
Winter Park, FL
26 Years Experience
0 Disclosures
ADVISOR BIO
Sam Bellamy is a financial advisor at Morgan Stanley with over 23 years of experience in the industry. Sam has a broad range of experience, working previously with Citigroup Global Markets Inc. and UBS Financial Services Inc. Sam is registered with FINRA and holds the Series 3, 7, and 63 licenses, as well as the Series 65 license. Sam also holds the SIE designation. In addition to being a Certified Financial Plannerâ„¢, Sam is also registered as an investment advisor in Arizona, Colorado, Connecticut, Florida, Georgia, Massachusetts, Michigan, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia and Washington. Sam is dedicated to providing clients with personalized financial advice and solutions.
SPECIALIZATIONS
Aventura, FL
31 Years Experience
0 Disclosures
ADVISOR BIO
Sam Moshe is an investment advisor representative with Morgan Stanley. Sam Moshe has been in the securities industry since November 10, 1993. Sam Moshe is registered with the state of Florida and Texas. Sam Moshe is also registered with FINRA. Sam Moshe's current firm is Morgan Stanley, but Sam Moshe has also been employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANK OF AMERICA, N.A. and MORGAN STANLEY. Sam Moshe holds the Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65 licenses. Sam Moshe also holds the SIE license. Sam Moshe's primary business is providing financial planning, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. Sam Moshe also owns and operates several real estate businesses.
SPECIALIZATIONS
FT. LAUDERDALE, FL
1 Disclosures
ADVISOR BIO
Sam Angelo Curmaci is an investment advisor representative at SAC Investment Management LLC, based in Fort Lauderdale, Florida. Sam has been in the financial services industry since 1996. Sam is licensed to provide investment advisory services in Florida, Pennsylvania, and Texas. Sam holds the Series 7, Series 63, and Series 65 licenses. Sam is also licensed as an investment advisor representative with SAC Investment Management LLC. Sam specializes in providing financial planning and portfolio management services to individuals and pension and profit-sharing plans. Sam has over 20 years of experience in the financial services industry.
SPECIALIZATIONS
CAPE CORAL, FL
30 Years Experience
1 Disclosures
ADVISOR BIO
Sam V Mazzotti is a financial advisor with Edward Jones. Sam has been in the industry since 1995 and is registered in 35 states as a broker-dealer and 2 states as an investment advisor. Sam's specializations include: providing financial planning, pension consulting, selecting other advisors, managing portfolios for businesses and individuals. Sam is a trustee for the City of Cape Coral General Employee Pension Plan.
SPECIALIZATIONS
NAPLES, FL
14 Years Experience
0 Disclosures
ADVISOR BIO
Sam P. Semaan is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Sam has been in the industry since January 5, 2011. Sam holds the Series 66, Series 7 and SIE licenses. Sam is registered with the Financial Industry Regulatory Authority (FINRA) and is currently registered in 38 states and 2 provinces. Sam's specialties include Portfolio Management for Individuals and Businesses, Pension Consulting, and Educational Seminars.
SPECIALIZATIONS
CLEARWATER, FL
25 Years Experience
1 Disclosures
ADVISOR BIO
Samant Sharma is a financial advisor with over 20 years of experience in the industry. Samant is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked at MORGAN STANLEY DW INC. Samant holds a variety of licenses and certifications, including Series 7, Series 31, Series 63, and Series 65. Samant specializes in providing financial advice to individuals, businesses, and institutions. Samant is also a general partner in Pelican Properties and Investments, LLC, a real estate investment company.
SPECIALIZATIONS
DUNEDIN, FL
2 Years Experience
0 Disclosures
ADVISOR BIO
Samantha T Swift is an active registered representative with Ameriprise Financial Services, LLC. Samantha is registered to conduct business in Florida. Samantha has been in the industry since 2023 and has passed both the Series 7TO and SIE exams. Samantha is a specialist in Asset Allocation Services, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
SPECIALIZATIONS