Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles White is a financial professional with over 7 years of experience in the financial services industry. Charles is registered as an investment advisor representative with State Farm Investment Management Corp. Charles currently works at State Farm Investment Management Corp., a firm with more than 110 employees. The firm provides financial services to individuals and investment companies. Charles is registered with the state of Kansas, New Mexico, Oklahoma, and Texas.
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
OK
11/16/2023 - Present
State Farm Investment Management Corp. (Guymon OK)
BC
Issued 02/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles White is the right advisor for you? Invested Better is here to help.
