Unclaimed
Andrew Shaffer is a financial professional with State Farm Investment Management Corp., and has been in the industry since May 2021. Andrew has a Series 63 license, a Series 6TO, and the SIE. Andrew holds a Chartered Financial Consultant designation and is registered as an investment advisor representative in both Indiana and Ohio. Andrew is an insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. Andrew also serves as a board member for the Vespa Quarterback Club, Shelby county EMA, and Big Brothers Big Sisters of Shelby & Darke County.
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
OH
07/08/2021 - Present
State Farm Investment Management Corp. (Sidney OH)
BC
Issued 07/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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