Unclaimed
Bart Royal is a financial professional who has been in the industry since 2024. Bart is currently registered as a registered representative with State Farm Investment Management Corp. in Stillwater, OK and has a Series 63 license. Bart also holds the Series 6TO and SIE exams. Bart also has work experience at Lucas Grounds' Insurance Agency, Green Real Estate, Wright Broadcasting, Energy Transfer, Geo Group, Halliburton, and State Farm VP Management Corp.
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
OK
12/06/2024 - Present
State Farm Investment Management Corp. (Stillwater OK)
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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