Donald William Samuels

Current Employers

Employment History

• 05/1980 → Present
  Donald W Samuels, Mba
  Columbiana, OH
• 11/1989 → 11/2022
  Royal Alliance Associates, Inc.
  Youngstown, OH
• 11/2022 → 09/2023
  Sagepoint Financial, Inc.
  Boardman, OH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Boardman, OH

Previous Registrations

• 2022-11-22 → 2023-09-01
  Osaic Services, Inc.
  Boardman, OH
  Boardman, OH
  Scottsdale, AZ
• 1999-11-10 → 2022-11-18
  Osaic Wealth, Inc.
  Youngstown, OH

Other Businesses

1-SAMUELS FINANCIAL SERVICE, INC., INVESTMENT RELATED, 1280 BOARDMAN-CANFIELD ROAD YOUNGSTOWN, OH 44512, OWNER, FEB. 25,1991, 180 HRS MONTH, 140 HRS DST, I AM LICENSED FOR LIFE, HEALTH, AND ANNUITIES. I ONLY DO LIFE AND ANNUITIES AS APPROPRIATE IN CLIENTS FINANCIAL PLANS OR AS REQUESTED BY THE CLIENTS. 2-SAMUELS FINANCIAL SERVICES,INC., INVESTMENT RELATED, 1280 BOARDMAN-CANFIELD ROAD YOUNGSTOWN, OH 44512, REGISTERED INVESTMENT ADVISOR, NOV. 20, 2001, 180 HRS MONTH, 140 HRS DST, I PROVIDE INVESTMENT ADVISORY SERVICES TO SELECTED CLIENTS AND MAINTAIN ACCOUNTS WITH ASSET UNDER MANAGEMENT. 3-SAMUELS FINANCIAL SERVICES,INC., NOT INVESTMENT RELATED, 1280 BOARDMAN-CANFIELD ROAD YOUNGSTOWN, OH 44512, OWNER, FEB. 25,1991, 180 HRS MONTH, 140 HRS DST, I DO TAX/ACCOUNTING FOR CLIENTS. I DO INDIVIDUAL, CORPORATE, PARTNERSHIP, AND ESTATE TAXES. 4-SAMUELS FINANCIAL SERVICES, INC POSITION: Owner - NATURE: CORPRATION INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1982 ADDRESS: 1280 BOARDMAN-CANFIELD ROANGSTOWN, OH 44512, YOUNGSTOWN OH 44512, United States DESCRIPTION: I DO TAX/ACCOUNTING FOR CLIENTS. I DO INDIVIDUAL, CORPORATE, PARTNERSHIP, AND ESTATE TAXES. 5-SAMUELS FINANCIAL SERVICE, INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 140 START DATE: 01/01/1982 ADDRESS: 1280 BOARDMAN-CANFIELD ROAD YOUNGSTOWN, OH 44512, YOUNGSTOWN OH 44512, United States DESCRIPTION: I AM LICENSED FOR LIFE, HEALTH, AND ANNUITIES. I ONLY DO LIFE AND ANNUITIES AS APPROPRIATE IN CLIENTS FINANCIAL PLANS OR AS REQUESTED BY THE CLIENTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-06-28

Designations