Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Gates is a financial professional with over 25 years of experience in the industry. Brian is currently registered with State Farm Investment Management Corp. and holds Series 6 and SIE licenses. Brian has served as a financial advisor since 1997. Brian is also a Chartered Financial Consultant. Brian has provided financial services to individuals and investment companies, and currently manages over $10 billion in assets. Brian is a member of the board of Mansfield Memorial Park.
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
OH
08/09/2018 - Present
State Farm Investment Management Corp. (Ontario OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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