Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Garvey is an investment advisor representative with State Farm Investment Management Corp. Brendan is registered in Maryland and has been in the industry for over 6 years. Brendan has passed the Series 63 and Series 65 exams and has a background in insurance. Brendan's areas of specialization include financial planning and portfolio management. Brendan is registered with State Farm Investment Management Corp. and State Farm VP Management Corp. Brendan is also employed by State Farm Mutual Automobile Insurance Company and its affiliates as an Intern.
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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WV
11/07/2024 - Present
State Farm Investment Management Corp. (Wellsburg WV)
IA
Issued 02/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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