Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Luna is a financial professional with over five years of experience in the financial services industry. William is currently registered with State Farm Investment Management Corp. as a Registered Representative and Investment Advisor Representative. William holds both Series 63 and 65 licenses as well as the Series 6TO and SIE. William has worked with both Horace Mann Investors, Inc. and State Farm Insurance prior to his current position. William provides investment advisory services to individuals and investment companies.
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
05/05/2023 - Present
State Farm Investment Management Corp. (Dripping Springs TX)
TX
08/10/2019 - 05/01/2023
HORACE MANN INVESTORS, INC. (San Angelo TX)
IA
Issued 02/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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