Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sammy? Claim Your ProfileSammy Chuen Yim is a financial advisor in Burlingame, California. Sammy has been in the financial services industry since 2000 and is currently registered with State Farm Investment Management Corp. Sammy also holds Series 6 and 63 licenses, as well as the SIE exam. Sammy has a strong background in investment management and a proven track record of success. Sammy is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
05/31/2023 - Present
State Farm Investment Management Corp. (Burlingame CA)
CA
07/21/1998 - 03/15/2012
STATE FARM VP MANAGEMENT CORP. (BURLINGAME CA)
BC
Issued 08/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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