Ethan Samuels

Current Employers

Employment History

• 04/2016 → 04/2017
  Neilson Financial
  Marina Del Rey, CA
• 04/2017 → 01/2018
  The Assurance Group
  Thomasville, NC
• 01/2018 → 01/2021
  Us Vet Life
  Malibu, CA
• 01/2021 → 07/2025
  Guardian Life Insurance Company
  Irvine, CA
• 06/2023 → 07/2025
  Park Avenue Securities
  Irvine, CA
• 06/2024 → 07/2025
  Park Avenue Securities
  Newbury Park, CA
• 06/2024 → 07/2025
  Guardian Life Insurance Company
  Newbury Park, CA
• 07/2024 → Present
  New York Life Insurance Co
  Pasadena, CA
• 08/2025 → 11/2025
  Eagle Strategies Llc
  Pasadena, CA
• 12/2025 → Present
  Foundations Investment Advisors, Llc
  Phoenix, AZ

Previous Registrations

• 2025-08-05 → 2025-11-19
  Eagle Strategies Llc
  Pasadena, CA
• 2023-10-23 → 2025-07-01
  Park Avenue Securities Llc
  Irvine, CA
  Irvine, CA
  Newbury Park, CA

Other Businesses

1) GUARDIAN LIFE; INVESTMENT RELATED; 2855 MICHELLE DRIVE SUITE 320 IRVINE, CA 92606; INSURANCE BROKER; START DATE: 03/17/2021; 5 HRS/MONTH DURING OUTSIDE SECURITY TRADING HOURS; 5 HRS/MONTH DURING SECURITY TRADING HOURS; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS 2) MAGELLAN FINANCIAL & INSURANCE SERVICES,INC/HOSS RETIREMENT AND INSURANCE SERVICES; 1314 SW ARROWHEAD ROAD,TOPEKA,KS 66604; FIRM OFFERS INSURANCE ANDANNUITY SOLUTIONS TO CLIENTS;INVESTMENT RELATED; INDEPENDENT INSURANCE AGENT; REVIEIWING CLIENTS' AND PROSPECTS'INSURANCE AND ANNUITY PLANS AND PROPOSING SUITABLE SOLUTIONS; 12/2025; 5 HRS/MONTH DURING OUTSIDE TRADING HRS; 5 HRS/MONTH DURING TRADING HOURS. 3) AMERI ESTATE LEGAL PLAN, INC; INVESTMENT RELATED; 3525 HYLAND AVE, SUITE 150, COSTA MESA, CA 92626; SERVICE TO PROVIDE TRUST TO CLIENTS ;ADVISOR REFERAL TO CLIENTS TO DO THEIR TRUSTS FOR A MINIMAL REFERRAL FEE; START DATE:12/2025; 2 HRS/MONTH DURING TRADING HOURS; DUTIES: REFERRAL TO A PROFESSIONAL 4) HOSS RETIREMENT AND INSURANCE SERVICES; INVESTMENT RELATED; 30700 RUSSEL RANCH RD SUITE 250, WESTLAKE VILLAGE CA 91362; POSITION: SERVICE PROVIDER AND REFERRAL FOR FEE ; START DATE:12/2025; 2 HRS/MONTH OUTSIDE TRADING HRS: 2 HRS/MONTH DURING TRADING HRS; OFFERS DEFERRED SALES TRUST FOR CLIENTS FACING CAPITAL GAINS LIABILITIES; REFERS CLIENTS TO A MORTGAGE AND MEDICARE PROFESSIONAL FOR A MINIMAL REFERRAL FEE

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-20
• S63 Uniform Securities Agent State Law Examination
  2023-06-03

Other Names

• Ethan Samuels
• Ethan Wallack Samuels