Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo James is a financial advisor registered with State Farm Investment Management Corp. Angelo is a State Farm agent and also owns his own insurance agency. Angelo has been in the financial services industry since 1998. Angelo is a Chartered Financial Consultant. Angelo James provides investment advice to individuals and investment companies. Angelo is registered to provide investment advice in Iowa, Nebraska and South Dakota.
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
IA
05/14/2019 - Present
State Farm Investment Management Corp. (Sioux City IA)
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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