Unclaimed
Bradley Andrew Van pelt is an investment advisor representative with State Farm Investment Management Corp. Bradley has been in the financial services industry since April 17, 2022. Bradley has passed the Series 63, Series 65, Series 6TO and SIE exams. Bradley holds registrations in Alabama, Florida and Georgia. Bradley is a registered investment advisor representative in Florida and is also licensed as an insurance agent in Florida. Bradley is also registered as an investment advisor representative in Georgia.
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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GA
10/22/2024 - Present
State Farm Investment Management Corp. (Lagrange GA)
BC
Issued 09/14/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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