• A Profile of Samuel Oshana, Investment Professional

  • Posted on May 24, 2018
  • Over the course of his career, Samuel Oshana has worked at some of most prominent brokerages in the country, such as Heartland Securities and JP Morgan and while doing so, he held Series 7 and Series 63 licenses, which are basic licenses allowing a broker to trade all types of securities. Later, added a Series 55 license, to allows himself the freedom to also trade in equities engage in equity trading. During that time in his career, he learned about the value of the best available investment and he also learned how to maximize investment returns.

    Over the years, Samuel Oshana has shown a high degree of success as a businessman and investment professional. He has managed to direct investments in a great many business areas in both New York and Florida, and most of that success has derived from his capability to guide his or his clients’ money into the right investment, meaning the one that fulfills the wishes of his clients and also brings the best possible return. For Samuel Oshana, that has often meant leading the start up of new companies and nurturing that venture to enough success to sell it for a strong return. One of the best examples of that success has been his role in the startup of Apex Data Systems, a merchant payment processing company he co-founded even as he worked with First Data Corporation.

    Eventually, Sam Oshana was able to fetch a good enough price for Apex Data Systems to constitute a healthy return on that investment. In recent years, Samuel Oshana has taken to loaning capital to individuals and small companies, using their real estate as collateral.

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