Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Worrell is a registered investment advisor representative with State Farm Investment Management Corp. Adam has been in the industry since 2012 and holds Series 6, 63, and 65 securities licenses, along with the SIE exam. Adam is registered with the state securities regulators of Indiana, Kentucky, and Ohio. Adam is also registered with FINRA. Adam is a financial professional with expertise in investment management, financial planning, and insurance. Adam's firm has offices in Hebron and Union, Kentucky. Adam has been with State Farm Investment Management Corp. since 2018 and Adam also owns and operates Adam Worrell'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.
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2
KY
08/21/2018 - Present
State Farm Investment Management Corp. (Hebron KY)
IA
Issued 12/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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