Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Genie is an investment advisor representative with State Farm Investment Management Corp., who has been in the industry since May 17, 1998. Samuel is registered in Arizona, California, and Nevada and is licensed as an investment advisor representative. Samuel has a Series 6 and a Series 63 license as well as the SIE. The individual is also the owner and agent of Samuel Genie's Insurance Agency in West Covina, California, providing insurance services to clients.
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
02/23/2022 - Present
State Farm Investment Management Corp. (West Covina CA)
IA
Issued 12/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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