With 15 years of expertise in the financial industry, Samir has dedicated his career to helping clients achieve their financial goals through personalized financial planning and strategic investment guidance. As a registered representative and investment adviser representative with Equity Services, Inc. and a licensed life, health, and annuity insurance agent in multiple states, Samir brings a comprehensive skill set to his client relationships. His credentials include Series 6, 63, 65, 7, and 24 registrations, empowering him to provide a wide range of financial services tailored to meet the unique needs of each client.

Samir begins every client engagement with a detailed conversation to fully understand their current financial status and their long-term objectives. This client-centered approach ensures that every strategy is grounded in real needs and goals, providing essential protection along the way.

Outside of his professional life, Samir is an avid aviator with a commercial instrument rated pilot's license and enjoys hobbies such as golf and sailing. He values time spent with friends and family, drawing on these experiences to enhance his perspective as a financial advisor. Married and a father of three, Samir’s personal and professional lives are deeply intertwined with the values of commitment, protection, and growth.