Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carter? Claim Your ProfileCarter Valentine is an investment advisor representative for State Farm Investment Management Corp. Carter has been in the industry for over 10 years and has experience providing investment advice to individuals and investment companies. Carter is registered with the state of Iowa. Carter holds the Series 63, 65 and Series 6TO licenses.
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
IA
02/07/2022 - Present
State Farm Investment Management Corp. (Cedar Rapids IA)
IA
Issued 02/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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