Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Michael Beard is an investment advisor representative who is registered with State Farm Investment Management Corp.. Corey Michael Beard is licensed in Missouri and North Carolina. Corey Michael Beard has been in the industry for 3 years. Corey Michael Beard has passed the Series 63, Series 65, Series 6TO and SIE exams. Corey Michael Beard also has a license in insurance. Corey Michael Beard works in the Sanford, North Carolina office of State Farm Investment Management Corp.. Corey Michael Beard's primary focus is investment management for 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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2
MO
01/13/2025 - Present
State Farm Investment Management Corp. (Jefferson City MO)
IA
Issued 07/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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