Serving Dennis, Eastham, Orleans, Provincetown and Wellfleet
Sam possesses significant wealth management experience and has been helping his clients manage their financial lives since 2012. Sam’s driving professional passion is to understand his clients’ life goals and provide them with financial strategies to achieve those goals.
Sam is a born and raised Cape Codder who holds a Bachelor’s of Science in Financial Management with minors in Business and Sociology from Salve Regina University. In addition to the industry licenses and registrations listed below, Sam has worked to refine his craft earning both the Chartered Financial Consultant™ and the Certified Retirement Counselor™ designations as he has advanced in his career.
Whether you’re changing jobs, planning for retirement, a college education or to leave a legacy behind, it makes sense to speak with Sam first.
Qualifications
- Series 7: General Securities Representative
- Series 63: Uniform Securities Agent
- Series 65: Registered Investment Advisor Representative
- Annuities, Life and Long Term Care Insurance
Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape Cod 5 Investment Services is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
| • NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • |
