Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Miller is a financial professional with experience in the financial services industry. Brett is currently registered with State Farm Investment Management Corp. in Illinois. Brett holds the Series 63, Series 65, and Series 6TO licenses, as well as the Securities Industry Essentials (SIE) exam. Brett's career spans roles in various financial services companies, including State Farm VP Management Corp., and Lighthouse Buick GMC. Brett is dedicated to providing personalized financial advice and guidance to 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
IL
03/08/2024 - Present
State Farm Investment Management Corp. (Pekin IL)
IL
03/10/2023 - 09/27/2023
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 01/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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