Unclaimed
Samantha Loughlin is a registered Investment Advisor Representative at State Farm Investment Management Corp. Samantha has been working in the financial services industry since September 2012. Samantha specializes in providing portfolio management services to individuals and investment companies. Samantha is registered with the state securities regulators in Connecticut, New Jersey, New York, and Pennsylvania.
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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NY
09/27/2023 - Present
State Farm Investment Management Corp. (Liberty NY)
IA
Issued 07/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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