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Jacqueline A. Sampsel

AMERICAN HERITAGE SECURITIES
Akron, OH 44308
Some features on this profile are disabled
CRD#: 1957205
JS

Professional summary


Jacqueline Ann Sampsel, who also goes by Jacqueline Ann Weyrick, is a registered financial professional currently at AMERICAN HERITAGE SECURITIES, INC. located in Akron, Ohio.

Jacqueline is registered as a RR (Registered Representative) and started their career in finance in 1999. Jacqueline has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jacqueline Ann Weyrick

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jacqueline Ann Sampsel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 23, 2017 - Present

AMERICAN HERITAGE SECURITIES, INC.

Office #1: 50 S Main St Suite 1210, Akron, OH 44308
BD
CRD#: 29678
Akron, OH
Past

March 3, 2015 - May 1, 2015

SII INVESTMENTS, INC.

RIA
CRD#: 2225
AKRON, OH
Past

August 29, 2007 - May 1, 2015

SII INVESTMENTS, INC.

BD
CRD#: 2225
AKRON, OH
Past

March 9, 2004 - August 27, 2007

FSC SECURITIES CORPORATION

BD
CRD#: 7461
AKRON, OH
Past

June 4, 2003 - March 9, 2004

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

January 21, 1999 - June 19, 2003

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(1/23/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 1/16/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AH
AMERICAN HERITAGE SECURITIES, INC.
AMERICAN HERITAGE SECURITIES, INC.

CRD#: 29678 / SEC#: , 8-44466

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
50 S Main St Suite 1210, Akron, OH 44308-1831
Mailing Address
50 S Main St Suite 1210, Akron, OH 44308-1831
Phone number
(330) 374-1932
Established
Ohio since 01/02/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
THOMAS, JEFFREY CRAIGPRESIDENT, CCO2095554
INGRAHAM, EDGAR GREYVICE PRESIDENT1092775
WEINREICH, BRIAN KEITHROP3166179

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERICAN HERITAGE SECURITIES, INC.

CRD#: 29678Akron, OH 44308

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