Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Berks is a registered investment advisor representative with State Farm Investment Management Corp. Andrew is licensed to provide investment advice in North Carolina and South Carolina. Andrew holds the Series 63, Series 65, and Series 6TO licenses. Andrew is also licensed to sell insurance through Andrew Berks Insurance Agency. Andrew is an experienced advisor with a history of success in the financial services industry.
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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SC
08/29/2022 - Present
State Farm Investment Management Corp. (Fort Mill SC)
IA
Issued 08/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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