Samir Elias Abdullah
Investment adviser representative at Esi Financial Advisors
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Equity Services, Inc.Dec 2023 to now
- National Life GroupDec 2023 to now
- Mutual of Omaha Insurance CompanySep 2018 to Dec 2023
- Mutual of Omaha Investor ServicesSep 2018 to Dec 2023
- Transamerica Agency NetworkJul 2018 to Aug 2018
- MML Investors Services, LLCMay 2016 to Aug 2018
- Massachusetts Mutual Life Insurance CoFeb 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5654300
- Firm CRD
- 265