Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Metcalfe is a financial advisor with State Farm Investment Management Corp. Connor has been working in the financial industry since 2024. Connor has a Series 63, 65, 6TO and SIE. Connor is registered in Illinois. Connor also owns and operates Connor Metcalfe's 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.
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IL
08/06/2024 - Present
State Farm Investment Management Corp. (Taylorville IL)
BC
Issued 06/08/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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