Unclaimed
Brett Pendergast is a registered investment advisor representative with State Farm Investment Management Corp. Brett Pendergast has been in the securities industry since June 2004. Brett Pendergast is licensed in several states, including Louisiana, Maryland, North Carolina, and Virginia. Brett Pendergast is also a licensed insurance agent, and owns Brett Pendergast Insurance Agency. Brett Pendergast provides investment advisory services 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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VA
05/01/2023 - Present
State Farm Investment Management Corp. (Virginia Beach VA)
IA
Issued 02/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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