Unclaimed
Samuel Longoria is a financial professional with over 20 years of experience in the industry. Samuel is currently registered as a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Samuel has held past positions with Nationwide Advisory Services, Inc. and State Farm VP Management Corp.
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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2
TX
06/19/2023 - Present
State Farm Investment Management Corp. (San Antonio TX)
OH
08/06/1998 - 05/23/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IL
04/30/1998 - 07/06/1998
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 08/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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