Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Michael Perry is a financial professional with over 20 years of experience in the industry. Aaron is a Registered Representative of State Farm Investment Management Corp. and has been with the firm since August 2018. Aaron specializes in helping clients with their investment and financial planning needs. Aaron is also a licensed insurance agent with Aaron Perry's Insurance Agency, providing insurance services through State Farm Mutual Automobile Insurance Company and its affiliates. Aaron is committed to providing his clients with personalized service and helping them achieve 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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WI
08/14/2018 - Present
State Farm Investment Management Corp. (Madison WI)
WI
04/19/1999 - 08/20/2008
INTERSECURITIES, INC. (SUN PRAIRIE WI)
BC
Issued 04/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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