Samuel Kany (CRD# 7426524) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saco, ME and has over 2 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Saco, ME | Dec 2021 - Current | 2 |
| Cetera Investment Services LLC | St Cloud, ME | Sep 2021 - Current | 2 |
| Saco And Biddeford Saings Inst. | Saco, ME | Jul 2021 - Current | 2 |
| Trinity College | Hartford, CT | Sep 2020 - May 2021 | < 1 |
| Procrease Goaltending | Hartford, CT | Sep 2020 - May 2021 | < 1 |
| Saco & Biddeford Savings Institution | Old Orchard Beach, ME | Jun 2020 - Aug 2020 | < 1 |
| Self-employed | Portland, ME | Jun 2020 - Aug 2020 | < 1 |
| Trinity College | Hartford, CT | Sep 2019 - May 2020 | < 1 |
| Procrease Goaltending | Hartford, CT | Sep 2019 - May 2020 | < 1 |
| Extended Travel | Barcelona, | May 2019 - Jul 2019 | < 1 |
| Trinity College | Hartford, CT | Sep 2018 - May 2019 | < 1 |
| Procrease Goaltending | Hartford, CT | Sep 2018 - May 2019 | < 1 |
| Ice Den | Scottsdale, AZ | Jun 2018 - Aug 2018 | < 1 |
| Trinity College | Hartford, CT | Sep 2017 - May 2018 | < 1 |
| Procrease Goaltending | Hartford, CT | Sep 2017 - May 2018 | < 1 |
| Training | Phoenix, AZ | May 2017 - Aug 2017 | < 1 |
| Philadelphia Little Flyers | Aston, PA | Aug 2015 - Apr 2017 | 1 |
| Training | Phoenix, AZ | May 2015 - Jul 2015 | < 1 |
| Atlanta Junior Knights | Marietta, GA | Nov 2014 - Apr 2015 | < 1 |
| Training | Phoenix, AZ | Jun 2014 - Oct 2014 | < 1 |
| Converse Inc. | Chandler, AZ | Oct 2013 - May 2014 | < 1 |
| Desert Vista High School | Phoenix, AZ | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- ME
-
Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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