Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Karolyi is a registered investment advisor representative with State Farm Investment Management Corp. Bruce has been in the financial services industry since December 8, 1999. Bruce has a Series 6, Series 63 and Series 65 license. Bruce has been registered with State Farm Investment Management Corp. since October 16, 2023. Bruce is also a licensed insurance agent. Bruce's insurance agency is located in Oroville, California.
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
CA
10/16/2023 - Present
State Farm Investment Management Corp. (OROVILLE CA)
NE
08/17/1999 - 04/30/2001
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 10/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Karolyi is the right advisor for you? Invested Better is here to help.
