Aaron Samuels

Financial Consultant at Tack Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex
Skills

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Credentials

  • Series 6
    FINRA (Financial Industry Regulatory Authority)
  • Series 63
    FINRA (Financial Industry Regulatory Authority)
  • Series 65
    FINRA (Financial Industry Regulatory Authority)
  • Series 7
    FINRA (Financial Industry Regulatory Authority)
  • Texas General Lines: Agent Life, Accident, Health and HMO
    Texas Department of Insurance

Experience

  • Tack Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Consultant
      • Jan 2019 - Present

      Advise clients on retirement and risk issues Market financial resources to individual and businesses Analyze client portfolios and recommend allocation changes Advise clients on retirement and risk issues Market financial resources to individual and businesses Analyze client portfolios and recommend allocation changes

  • Equitable Advisors
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Jan 2020 - Present

      Advise clients on retirement and risk issues Market financial resources to individual and businesses Analyze client portfolios and recommend allocation changes Arkansas Insurance License#8358247 Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) Advise clients on retirement and risk issues Market financial resources to individual and businesses Analyze client portfolios and recommend allocation changes Arkansas Insurance License#8358247 Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)

  • The Bailey Group
    • Regional Vice President
      • Aug 2018 - Mar 2020

      Our firm focuses on life insurance for SBA lenders and their borrowers. Our FastTrak program provides a new life insurance policy with a collateral assignment withing an average of 7-10 days. We are a trusted resource for some of the largest SBA lenders in the country to help them close their loans on time. Our firm focuses on life insurance for SBA lenders and their borrowers. Our FastTrak program provides a new life insurance policy with a collateral assignment withing an average of 7-10 days. We are a trusted resource for some of the largest SBA lenders in the country to help them close their loans on time.

  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Aug 2016 - Jan 2020

      Advise clients on retirement and risk issues Market financial resources to individual and businesses Analyze client portfolios and recommend allocation changes Advise clients on retirement and risk issues Market financial resources to individual and businesses Analyze client portfolios and recommend allocation changes

  • State Farm
    • United States
    • Insurance
    • 700 & Above Employee
    • Team Leader
      • Jun 2011 - Jul 2016

    • Insurance & Financial Services Representative
      • Nov 2005 - Jun 2011

    • Customer Service Rep
      • Aug 2004 - Oct 2005

  • McMurry University
    • United States
    • Higher Education
    • 200 - 300 Employee
    • Admissions Counselor
      • May 2003 - Aug 2004

Education

  • McMurry University
    BS, Biology, General
    1999 - 2003
  • Oklahoma State University
    2004 - 2005
  • Cleburne High School

Community

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