Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Pelfrey is a financial advisor at State Farm Investment Management Corp. in Westerville, OH. Anthony is licensed to provide investment advice in Indiana, Kentucky, Ohio and Pennsylvania. Anthony has been in the industry for 4 years and has a Series 63, Series 65, Series 6TO and SIE licenses.
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
04/18/2024 - Present
State Farm Investment Management Corp. (Westerville OH)
BC
Issued 05/17/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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