Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon McNeely is an investment advisor representative with State Farm Investment Management Corp. based in Clendenin, West Virginia. Brandon has been active in the investment industry since 2023. Brandon McNeely is registered with the states of Ohio, Virginia and West Virginia, and holds the Series 63, 65, 6TO and SIE licenses. Brandon McNeely is also the owner of an insurance agency in Clendenin, WV, and has been working in the insurance industry since 2020. Brandon McNeely offers investment management services to both 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
WV
09/19/2023 - Present
State Farm Investment Management Corp. (Clendenin WV)
IA
Issued 09/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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