Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Samuels is an investment advisor representative with State Farm Investment Management Corp., with over 12 years of experience in the industry. Joel holds the Series 6, Series 63, and Series 65 licenses. Joel is registered with the state of Arizona and California. Joel's firm primarily serves clients in the investment company category. Joel's firm has 16 licensed agents, 16 investment advisor representatives and 14 registered representatives. State Farm Investment Management Corp.'s primary office is located in Bloomington, Illinois. Joel is also the owner and agent for Joel Samuels's Insurance Agency which is also located in Huntington Beach, California.
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.
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CA
10/26/2018 - Present
State Farm Investment Management Corp. (Huntington Beach CA)
IA
Issued 10/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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