Samuel Wolfson

Samuel Wolfson Email and Phone Number

Financial Advisor at Equitable Advisors
Samuel Wolfson's Location
Los Angeles Metropolitan Area, United States
Samuel Wolfson's Contact Details

Samuel Wolfson work email

Samuel Wolfson personal email

n/a
About Samuel Wolfson

I help individuals and small business owners pursue their financial goals for the near term, as well as advanced financial planning for retirement. I also provide knowledge and experience in family protection and estate protection. I have worked in the financial services industry for 9 years and I am dedicated to enhancing my clients well being.

Samuel Wolfson's Current Company Details

Financial Advisor at Equitable Advisors
Samuel Wolfson Work Experience Details
  • Equitable Advisors
    Financial Advisor At Equitable Advisors
    Equitable Advisors Feb 2021 - Mar 2022
    Woodland Hills, California
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  • Bancwest Investment Services
    Financial Advisor Officer
    Bancwest Investment Services Nov 2015 - Feb 2019
    Greater Los Angeles Area
    Advisor is a registered representative of BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Adviser. Bank of the West and its various affiliates and subsidiaries do not endorse or adopt comments posted by third parties on LinkedIn. Comments posted by third parties are their own, and may not be representative or indicative of others' opinions, views, and experiences. Investments NOT FDIC INSURED * NOT BANK GUARANTEED * MAY LOSE VALUE
  • Axa Advisors
    Financial Consultant
    Axa Advisors Mar 2010 - Nov 2015
    Woodland Hills, California
    “AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.”
    View
  • Generate
    Office Manager Benefits Manager
    Generate Mar 2008 - Jul 2009
    Santa Monica, California
  • Creative Artists Agency
    Human Resources / Assistant Building Manager
    Creative Artists Agency Jan 1995 - Jan 2007
    View
  • Freelance Film Production
    Production Assistant, Location Scout,
    Freelance Film Production Oct 1988 - Jan 1995
    California, Nevada, New York
    View

Samuel Wolfson Skills

Financial Needs Analysis 401k Plan Review And Implementation Retirement Planning Wealth Management Wealth Preservation Planning Long Term Care Strategies Life Insurance Review

Samuel Wolfson Education Details

Frequently Asked Questions about Samuel Wolfson

What is Samuel Wolfson's role at the current company?

Samuel Wolfson's current role is Financial Advisor at Equitable Advisors.

What is Samuel Wolfson's email address?

Samuel Wolfson's email address is sa****@****ble.com

What schools did Samuel Wolfson attend?

Samuel Wolfson attended Excelsior College, University Of Arizona, Fenster School, University Of Arizona.

What are some of Samuel Wolfson's interests?

Samuel Wolfson has interest in Investing, Live Music, Art, Photography, Hiking, Sports, Travel, Collecting, Wine.

What skills is Samuel Wolfson known for?

Samuel Wolfson has skills like Financial Needs Analysis, 401k Plan Review And Implementation, Retirement Planning, Wealth Management, Wealth Preservation Planning, Long Term Care Strategies, Life Insurance Review.

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