Unclaimed
Brian Hartle is an investment advisor representative with State Farm Investment Management Corp. Brian is registered in Delaware, Maryland, and Pennsylvania. Brian has been in the industry since 2004 and holds the Series 6, SIE and Series 63 securities licenses. Brian has a designation as a Chartered Financial Consultant. Brian is also the owner and agent of Brian Hartle Insurance Agency, an insurance agency specializing in State Farm Mutual Automobile Insurance Company and its affiliates.
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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DE
01/15/2021 - Present
State Farm Investment Management Corp. (Newcastle DE)
BC
Issued 06/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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