Unclaimed
Anthony Otwell is a registered investment advisor representative with State Farm Investment Management Corp., and is licensed in Arkansas and Texas. Anthony holds the Series 6, Series 63, Series 65, and SIE licenses. Anthony is also a partner in SMART DEVELOPMENT LLC, an investment or commercial property firm and owns an insurance agency. Anthony has been in the securities industry since March 2008 and has experience working with investment companies and individuals. Anthony is committed to providing clients with personalized financial advice and investment management services.
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
AR
05/01/2023 - Present
State Farm Investment Management Corp. (Maumelle AR)
IA
Issued 04/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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