Verified recordFinancial Services

Edward Samson

Founder and CEO at Finop Consultants

Based in Holmdel, United States

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Seniority

C-Team

Department

General Business & Management

Location

Holmdel

Industry

Financial Services

Company size

2

Contact information

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Email

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e•••••••@finopconsultants.com

Phone

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Background

About Edward Samson

Edward Samson, founder of FINOP Consultants, provides with a team of licensed and highly experienced professionals. With over of industry experience, Edward holds multiple key financial licenses, including: Certified Public Accountant (CPA) Series 7, 27, 65, and 99 Specialized in nationwide outsourcing services for (), offering - and efficient accounting solutions tailored specifically for small. Monthly Net Capital Computation SIPC 6 and 7 Preparation & Filing Monthly/Quarterly Focus Reports, Supplemental Statement of Income, and Custody Reports Bank Reconciliation Expense Sharing Agreement Review & Implementation FINRA Audit Support Annual Independent Financial Statement Preparation Daily Bookkeeping : Here's the why: With decades of experience in broker-dealer financial compliance, our licensed professionals hold CPA, Series 7, 27, 65, and 99 certifications, ensuring deep regulatory knowledge and expertise. & : We focus exclusively on Financial and Operations Principal (FINOP) services, providing tailored solutions for small to mid-sized broker-dealers across the U.S- & Outsourcing your FINRA compliance, net capital calculations, and financial reporting with us saves on overhead costs while ensuring top-tier financial oversight. & : We stay up to date with FINRA, SEC, and SIPC regulations, ensuring your firm remains compliant while avoiding penalties and regulatory scrutiny. & : From daily bookkeeping to annual audit preparation, our services streamline your financial operations, freeing you to focus on business growth. Are you still thinking, if we're the right fit 🤔 Just book a meeting today by visiting at http://finopconsultants.com/contact-us or drop me an email at edsamson@finopconsultants.com

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