Unclaimed
Samuel Segars is an investment advisor representative at State Farm Investment Management Corp., registered in Kentucky and Tennessee. Samuel has been active in the securities industry since July 2023. Samuel holds Series 65, Series 63 and Series 6TO licenses as well as the SIE exam. Samuel also owns and operates Sam Segars' Insurance Agency, a State Farm agency, and a personally held rental house. Samuel’s experience includes working for a number of insurance agencies in Alabama and Tennessee.
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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KY
07/12/2023 - Present
State Farm Investment Management Corp. (Franklin KY)
IA
Issued 06/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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