Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Holstun is a registered investment advisor representative with State Farm Investment Management Corp. Connor has been in the industry for several years and holds Series 63, 65 and SIE licenses. Connor is also licensed in Alabama and Georgia. The firm manages a wide range of investment products and services for individuals and investment companies. Connor has experience working with clients in insurance and investment related matters.
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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AL
06/26/2023 - Present
State Farm Investment Management Corp. (Montgomery AL)
IA
Issued 03/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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