Unclaimed
Colin Owens is an investment advisor representative with State Farm Investment Management Corp. Colin has been in the financial services industry since 2008 and holds Series 6, 63, and 65 licenses. Colin Owens is registered in Virginia, Maryland, North Carolina, Tennessee, and Florida. Colin Owens also manages insurance agencies in Virginia. Colin has experience providing investment advice to individuals and investment companies.
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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VA
06/27/2023 - Present
State Farm Investment Management Corp. (Williamsburg VA)
IL
02/18/2008 - 04/16/2008
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 06/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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