Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Whitmarsh is a registered investment advisor representative with State Farm Investment Management Corp.. Casey Whitmarsh has been in the industry since March 22, 2011 and holds a Series 63 and Series 65 license. Casey Whitmarsh also holds a Series 6 and SIE license. Casey Whitmarsh works from the firm's Burke, VA office. The firm is headquartered in Bloomington, Illinois and is registered with the Securities and Exchange Commission (SEC).
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
VA
06/01/2023 - Present
State Farm Investment Management Corp. (Burke VA)
IL
06/04/2010 - 12/01/2017
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
04/27/2005 - 05/02/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 05/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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