Unclaimed
Christopher Lawrence Schoelen is an investment advisor representative at State Farm Investment Management Corp. Christopher has been in the industry since April 2021. Christopher has Series 63, 65, and 6TO licenses and is registered in Connecticut, Maryland, and New York. In addition to his role at State Farm Investment Management Corp., Christopher also owns and operates Chris Schoelen Insurance Agency.
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
CT
09/16/2021 - Present
State Farm Investment Management Corp. (Glastonbury CT)
IA
Issued 08/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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