Unclaimed
Alex Michael Dinley is a financial advisor currently registered with State Farm Investment Management Corp. Alex has been in the financial industry since June 2023 and holds several licenses, including Series 63, 65, and 6TO. Alex is located in Weaverville, North Carolina and also offers insurance services through Alex Dinley'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
NC
01/29/2024 - Present
State Farm Investment Management Corp. (Weaverville NC)
IA
Issued 07/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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