Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Hartman is a financial advisor with State Farm Investment Management Corp. Alexander has been working in the industry since 2001. Alexander has a Series 63, Series 65, Series 7, and Series 6TO licenses, as well as the SIE exam. Alexander also has experience with UBS Financial Services Inc. and Dain Rauscher Incorporated.
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
TX
09/12/2018 - Present
State Farm Investment Management Corp. (Cibolo TX)
TX
01/06/2004 - 11/20/2012
STATE FARM VP MANAGEMENT CORP. (SCHERTZ TX)
NJ
03/31/2000 - 12/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/07/1999 - 04/03/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
IA
Issued 07/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Hartman is the right advisor for you? Invested Better is here to help.
