Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Robertson is a registered Investment Advisor Representative and Broker with State Farm Investment Management Corp. Samuel is based in Lubbock, TX and has been in the financial services industry since 2022. Samuel holds Series 63, 65 and 6TO licenses. Samuel is also a licensed insurance agent for 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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TX
06/05/2023 - Present
State Farm Investment Management Corp. (Lubbock TX)
IA
Issued 01/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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