Samuel Fineberg (CRD# 5851748) is an Investment Advisor Representative working at Fineberg Wealth Management, LLC in Ann Arbor, MI and has over 12 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fineberg Wealth Management Llc (162901) | Ann Arbor, MI | Mar 2012 - Current | 12 |
| Rental Property Management | Ann Arbor, MI | Aug 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- MI
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts58ACCOUNTS
-
Average Account Value$147,289
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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