Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Winfield is an investment advisor representative with State Farm Investment Management Corp. Brian has been in the financial services industry since 2003 and has experience working with investment companies. Brian is registered with the state of Pennsylvania and holds the Series 6, Series 63 and SIE licenses. Brian is also a Chartered Financial Consultant. Prior to joining State Farm Investment Management Corp., Brian worked for Northwestern Mutual Investment Services, LLC. Brian is also the owner of Brian S Winfield Insurance Agency.
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
PA
06/12/2023 - Present
State Farm Investment Management Corp. (Irwin PA)
PA
09/01/2003 - 05/03/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EXPORT PA)
BC
Issued 03/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Winfield is the right advisor for you? Invested Better is here to help.
