Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bird is a financial professional who has been in the industry for over 13 years. Adam has a Series 6, Series 63 and SIE license and holds a Chartered Financial Consultant designation. He is currently registered as an Investment Advisor Representative with State Farm Investment Management Corp. He provides investment advice to individuals and investment companies and has experience providing insurance services to clients through Adam Bird's Insurance Agency.
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.
1
2
CO
09/24/2024 - Present
State Farm Investment Management Corp. (Northglenn CO)
BC
Issued 07/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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