Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Wheeler is a financial professional with over 20 years of experience in the industry. Alan has been registered with State Farm Investment Management Corp. since June 2019. Previously, Alan held positions at State Farm VP Management Corp. and Alan Wheeler Insurance Agency. Alan holds the Series 6, Series 63, and SIE licenses. Alan is a Chartered Financial Consultant. Alan provides financial and investment advice to individual clients and investment companies. Alan's insurance agency is located in Brooklyn, New York.
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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NY
08/05/2021 - Present
State Farm Investment Management Corp. (Brooklyn NY)
IL
05/19/1998 - 09/03/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 04/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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