linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Andrew Sanchez

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Andrew Sanchez

Steven Sanchez is an investment advisor representative associated with State Farm Investment Management Corp. Steven has over 10 years of experience in the financial services industry. Steven is registered to provide investment advice in California and Hawaii.

Firm Information

Steven Sanchez is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Sanchez’s Registration & Firm History

CA

06/26/2024 - Present

State Farm Investment Management Corp. (Livermore CA)

CA

10/24/2019 - 02/25/2020

SORRENTO PACIFIC FINANCIAL, LLC (Modesto CA)

CA

11/16/2016 - 07/30/2019

VOYA FINANCIAL ADVISORS, INC. (LATHROP CA)

CA

07/01/2014 - 11/23/2016

VALIC FINANCIAL ADVISORS, INC. (EMERYVILLE CA)

CA

06/11/2013 - 04/14/2014

ALLSTATE FINANCIAL SERVICES, LLC (SAN JOSE CA)

CA

10/06/2011 - 02/27/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)

CA

02/09/2011 - 04/27/2011

UBS FINANCIAL SERVICES INC. (SAN JOSE CA)

CA

04/08/2010 - 07/09/2010

NATIONAL PLANNING CORPORATION (SAN MATEO CA)

CA

12/01/2009 - 03/17/2010

CHASE INVESTMENT SERVICES CORP. (SAN JOSE CA)

CA

10/14/2009 - 11/09/2009

SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)

Not sure if Steven Andrew Sanchez is right for you?

Licenses & Designations

BOTH

Issued 05/08/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2010

Series 7 - General Securities Representative Examination

BC

Issued 10/13/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Andrew Sanchez. Review regulatory record here.
Not sure if Steven Andrew Sanchez is right for you?