Samantha Florio (CRD# 7605253) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Fort Wright, KY and has 1 year of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W&s Brokerage | Cincinnati, OH | Jul 2022 - Current | 1 |
| Western Southern Life | Fort Wright, KY | Jun 2022 - Current | 1 |
| The Ohio State University | Columbus, OH | Aug 2018 - May 2022 | 3 |
| Bridge Logistics Inc. | Cincinnati, OH | Jun 2021 - Aug 2021 | < 1 |
| Samalina Corporation Dba Profile By Sanford | Cincinnati, OH | Apr 2019 - Dec 2019 | < 1 |
| Mike's Carwash | Cincinnati, OH | Mar 2016 - Aug 2018 | 2 |
| Saint Ursula Academy | Cincinnati, OH | Aug 2014 - Jun 2018 | 3 |
| N/a I Was A Child | Cincinnati, OH | Feb 2000 - Mar 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- KY
- OH
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$272,427
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV
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