Clinton Jeffrey Samuel

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 11/2018
  Raymond James Financial Services, Inc.
  Hudson, OH
• 06/2016 → 11/2018
  Raymond James Financial Services Advisors Inc.
  Hudson, OH
• 04/2016 → 09/2016
  Uber
  Macedonia, OH
• 07/2016 → 11/2018
  Wentz Financial Group
  Hudson, OH
• 11/2018 → Present
  Charles Schwab & Co., Inc.
  Lyndhurst, OH
• 11/2018 → Present
  Charles Schwab Bank
  Lyndhurst, OH

Previous Registrations

• 2016-06-07 → 2018-11-06
  Raymond James Financial Services Advisors, Inc
  Hudson, OH

Other Businesses

The Circle, YP Group within The Cleveland Orchestr|Investment Related:No|11001 Euclid Ave;Cleveland;OH;44106;USA|Performing/Fine Arts|Membership Chair|2018-11-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Create and implement strategy to grow, maintain and increase membership contributions and participation

Exams

• S66 Uniform Combined State Law Examination
  2016-06-01

Designations

• Certified Financial Planner

Other Names

• Clinton J Samuel