Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Vasey is a financial professional with over 20 years of experience in the financial services industry. Alan is currently registered with State Farm Investment Management Corp. Alan has a Series 6, Series 63, and SIE licenses and has been a Registered Representative since 2003. Alan holds the Chartered Financial Consultant designation. In addition to his role with State Farm Investment Management Corp, Alan also owns and operates Alan Vasey Insurance Agency. Alan also has a property investment business in addition to his other activities.
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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AZ
10/24/2024 - Present
State Farm Investment Management Corp. (Tucson AZ)
BC
Issued 08/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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