Samuel Malchar
Financial Advisor, Wealth Management, Business Retirement Plans, Risk Management, Estate Planning Strategies
- Role
- Financial Advisor General Partner at Edward Jones
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Samuel Malchar
I strive to be the first choice for the long term investor in the greater Galveston…
Experience
Financial Advisor General Partner
Jan 2014 — Present
Education
Wharton County Junior College
Associate of Arts (AA), General Studies
2009 — 2011
Abilene Christian University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
2011 — 2012
East Central University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
2012 — 2013
Skills
- Municipal Bonds
- Risk Assessment
- Retirement Planning
- Financial Advisory
- Roth Ira
- Simple Ira
- 401k Rollovers
- Traditional Ira
- Financial Analysis
- Financial Planning
- Stocks
- Corporate Bonds
- Risk Management
- Investments
- Insurance
- Life Insurance
- Finance
- Financial Services
- Retirement Plan Consulting
- Annuity Sales
- Portfolio Management
- Sep Ira
- Etfs
- 401(K) Retirement Savings Plans
- Unit Investment Trusts
- Long Term Care Insurance
- Education Savings
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