Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Karol is a registered investment advisor representative with State Farm Investment Management Corp. Adam has been in the industry since August 29, 2018. Adam has a Series 6, Series 63, and Series 65 license. Adam is based in Garden City, NY. Adam is a licensed insurance agent and has been an agent for State Farm since June 2016. Adam has worked in the financial industry for over 16 years.
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
NY
02/08/2022 - Present
State Farm Investment Management Corp. (GARDEN CITY NY)
IA
Issued 02/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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