Unclaimed
Corey Chancellor is a financial advisor with State Farm Investment Management Corp. Corey is registered with the state of Iowa and holds the Series 6, Series 63, and SIE licenses. Corey is an insurance agent with Corey Chancellor’s Insurance Agency and has been in the industry since 2014. Corey provides portfolio management services to individuals and investment companies and is a Chartered Financial Consultant.
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
IA
10/05/2021 - Present
State Farm Investment Management Corp. (Pleasant Hill IA)
BC
Issued 04/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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