Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clint? Claim Your ProfileClint Gates is a registered investment advisor representative with State Farm Investment Management Corp. Clint has been in the financial services industry since 2023. Clint is licensed to provide investment advice in Utah. Clint has passed the Series 63, Series 65, Series 6TO and the SIE Exam. Clint has experience working with individuals and investment companies. Clint's firm manages more than 10 billion dollars in assets.
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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UT
08/28/2024 - Present
State Farm Investment Management Corp. (Taylorsville UT)
IA
Issued 07/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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