Unclaimed
Cary Michael Runnells is an investment advisor representative with State Farm Investment Management Corp. Cary has been in the industry since 2000 and holds Series 7, 31, 66 and SIE licenses. Cary is registered with State Farm Investment Management Corp in Arizona, California, Nevada and Oregon. Cary Michael Runnells is also a registered agent for Cary Runnells's Insurance Agency. Cary specializes in portfolio management for individuals and investment companies. The firm's regulatory assets under management are approximately $10,164,536,171.
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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CA
01/10/2024 - Present
State Farm Investment Management Corp. (Thousand Oaks CA)
NY
04/13/2000 - 08/12/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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