Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chauncey? Claim Your ProfileChauncey William Charlson is an investment advisor representative with State Farm Investment Management Corp. Charlson has been in the industry since April 2012 and is licensed in Iowa, Minnesota, South Dakota, and Wisconsin. Charlson has earned the Chartered Financial Consultant designation. Charlson also provides insurance services through Chauncey Charlson's Insurance Agency, which is an independent insurance agency. Charlson's primary office is in Oakdale, MN.
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
MN
11/01/2023 - Present
State Farm Investment Management Corp. (Oakdale MN)
BC
Issued 04/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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