Samara
Wald
Cetera Investment Advisers LLC
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About this Advisor
Samara Wald is a financial advisor based in Warwick, Rhode Island, working with Cetera Investment Advisers LLC. Samara has previously held positions at Gracie'S Ventures Inc, Clover Food Lab, Rhode Island Mushroom Company, Sur La Table, The Cheesecake Factory, The Duck And Bunny, American Cut Bar & Grill, Johnson & Wales University, Esca Restaurant, Hb + M Chocolate, Pioneer Financial Group, Bte Feud Entertainment LLC, A Place For Rover, Inc, Tizzy K'S LLC, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Samara has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island. Currently, Samara is part of Cetera Investment Advisers LLC, which operates out of Warwick, Rhode Island. The firm has 4,816 offices and 7,705 employees. The firm manages assets totaling $163.8 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$163,792,814,520
7,705
584,487
$280,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Samara Wald Work History
Pioneer Financial Group
Tizzy K'S LLC
Cetera Advisor Networks LLC
Cetera Investment Advisers LLC
A Place For Rover, Inc
Cetera Advisor Networks LLC
Bte Feud Entertainment LLC
Gracie'S Ventures Inc
Clover Food Lab
Rhode Island Mushroom Company
Sur La Table
Johnson & Wales University
American Cut Bar & Grill
Esca Restaurant
Hb + M Chocolate
The Cheesecake Factory
The Duck And Bunny
Disclosures
Please visit the SEC profile of Samara Wald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
Montgomery, AL
Webster, NY
Saint Cloud, MN
Phoenix, AZ
Aiea, HI
North Royalton, OH
Saint Louis, MO
Southlake, TX
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