Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Simon is a registered investment advisor representative with State Farm Investment Management Corp. Andrew is located in Baton Rouge, Louisiana and has been in the industry since August 2014. Andrew is registered in Louisiana. Andrew is Series 65 licensed. In addition to working as an investment advisor representative, Andrew is also an agent for Greg Archer's Insurance Agency, State Farm Mutual Automobile Insurance Company and its affiliates.
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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LA
08/21/2024 - Present
State Farm Investment Management Corp. (Baton Rouge LA)
IA
Issued 04/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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