Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Ashby is a financial advisor and insurance agent in Duluth, GA, with State Farm Investment Management Corp. Samantha is registered in Georgia as an Investment Advisor Representative and has Series 63 and SIE licenses. Samantha also operates her own insurance agency, Samantha Ashby's Insurance Agency, which offers insurance products through State Farm Mutual Automobile Insurance Company and its affiliates.
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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GA
04/22/2024 - Present
State Farm Investment Management Corp. (Duluth GA)
BC
Issued 07/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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