Unclaimed
James Leugers is a financial advisor affiliated with State Farm Investment Management Corp. based in Canfield, Ohio. James holds multiple licenses and registrations, including Series 6, Series 65 and SIE licenses. James has been in the industry since March 12, 2000. He specializes in providing portfolio management for individuals and investment companies. James is also the owner of the Jim Leugers Insurance Agency, offering insurance services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
OH
10/12/2018 - Present
State Farm Investment Management Corp. (Canfield OH)
IA
Issued 10/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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