Unclaimed
Cole Cannon is a registered investment advisor representative with State Farm Investment Management Corp. Cole has been in the industry since 2024 and holds the Series 63, Series 65, and Series 6TO licenses. Cole has also passed the SIE exam. Cole is registered to provide investment advisory services in Tennessee and is also registered to provide securities services in Tennessee, Arkansas and Mississippi. Cole's clients include individuals and investment companies. Cole also owns and operates Cole Cannon Insurance Agency which provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
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
TN
05/22/2024 - Present
State Farm Investment Management Corp. (Collierville TN)
IA
Issued 04/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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