Unclaimed
Brian Booth is a financial advisor with State Farm Investment Management Corp. Brian has been in the financial industry since 2014. Brian has a Series 63, Series 65, and Series 6TO license. Brian is registered in Connecticut and New York and is currently working as a Financial Advisor in Vernon, CT.
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.
1
2
CT
07/13/2023 - Present
State Farm Investment Management Corp. (Vernon CT)
IA
Issued 07/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brian Booth is the right advisor for you? Invested Better is here to help.