Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven James Manuel is a financial professional with over 20 years of experience in the industry. Steven has a Series 6 license, which allows him to sell variable contracts and mutual funds, as well as a Series 63 license, which qualifies him to sell securities in the state of Oklahoma. Steven is also a Registered Representative with State Farm Investment Management Corp., and a Registered Investment Advisor in Oklahoma. Steven's experience, education, and licenses allow him to help clients with a wide range of investment needs. He is committed to providing personalized service and helping his clients reach their financial goals.
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
OK
11/08/2024 - Present
State Farm Investment Management Corp. (Edmond OK)
BC
Issued 05/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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