Unclaimed
Brennan McCullough is an investment advisor representative, currently associated with State Farm Investment Management Corp. Brennan is registered with the state of Alabama as an Investment Advisor Representative and a Securities Agent. Brennan has been in the financial services industry for over a year. Brennan has passed the Series 63, Series 65, SIE and Series 6TO exams. Brennan specializes in providing portfolio management for 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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AL
08/21/2024 - Present
State Farm Investment Management Corp. (Heflin AL)
IA
Issued 08/14/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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