Sam Asrari
Sam serves as a Financial Advisor providing tailored financial planning, investment management and insurance services to clients. Sam is committed to understanding his client’s needs and helping them with achieving life long financial goals through planning and risk management.
Credentials
Sam started his career in 2006 spending the entire duration within the financial industry. During this time he developed a strong foundation in lending and insurance, discovering his passion for investment management and financial planning.
Sam received his Bachelor’s in Economics from Colorado State University. He currently holds Series 7 and 66 securities registrations along with life, health and variable insurance licenses.
Passions
Sam is passionate about helping his client’s navigate the financial markets and enjoys the challenges of deciphering the complex financial dealings to analyze and correlate events, trends and expectations.
Sam enjoys giving back to the community when possible and especially enjoys volunteering with the local Habitat for Humanity.
Additionally, he loves spending time with family and friends as well as exploring new places while traveling.
Locations
920 54th Ave.
Greeley, Co 80634
Raymond James is not affiliated with the above organizations and/or charitable causes.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE