Unclaimed
Anthony Volante is a financial advisor registered with State Farm Investment Management Corp. Anthony is a licensed insurance agent and has over 10 years of experience in the financial services industry. Anthony has passed the Series 6, Series 63, Series 65 and the SIE exams. Anthony provides portfolio management services to individuals and investment companies.
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
MI
04/25/2023 - Present
State Farm Investment Management Corp. (Clarkston MI)
IA
Issued 04/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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