Unclaimed
Samuel Rumbles is an investment advisor representative with State Farm Investment Management Corp. Samuel joined the financial industry in 2017. Previously, Samuel Rumbles worked as a financial advisor at FORESTERS FINANCIAL SERVICES, INC. in Farmington Hills, MI. Samuel is registered with the state of Michigan and holds the Series 6, Series 63, Series 65, and SIE licenses. Samuel specializes in investment company products/variable contracts and mutual funds.
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.
1
2
MI
05/12/2023 - Present
State Farm Investment Management Corp. (Alpena MI)
MI
06/12/2017 - 03/15/2019
FORESTERS FINANCIAL SERVICES, INC. (Farmington Hills MI)
IA
Issued 04/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Rumbles is the right advisor for you? Invested Better is here to help.