Mathew Samuel (CRD# 7396974) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Dubai, and has over 2 years of experience in the finance industry.
Company Name | Location | Dates | Years |
---|---|---|---|
Beacon Global Adviser Network, LLC | Dubai, | Jun 2021 - Current | 2 |
Ahr Private Wealth | Dubai, | May 2021 - Current | 3 |
Premier | Croydon, London, | Apr 2019 - May 2021 | 2 |
Ahr Private Wealth | Dubai, | Jun 2017 - Apr 2019 | 1 |
Harrison Rowe Private Wealth | Dubai, | Jul 2016 - Apr 2019 | 2 |
Guardian Wealth Management | Dubai, | Aug 2017 - Jul 2018 | < 1 |
Sandown Mercedes Benz Ltd | Pooe, Dorset, | Sep 2015 - Jun 2017 | 1 |
Education | London, | May 2011 - Aug 2015 | 4 |
Towergate Insurance | Oxted, Surrey, | Oct 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- TX
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Total Assets Under Management292MILLIONS
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Total Number of Accounts361ACCOUNTS
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Average Account Value$807,706
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
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