Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Reed is a financial advisor with State Farm Investment Management Corp. Courtney has been in the financial industry since August 2, 2012. Courtney has worked with a number of firms over the years including Morgan Stanley, Equitable Advisors, LLC, VALIC Financial Advisors, INC., LPL FINANCIAL LLC, Fidelity Brokerage Services LLC, and J.P. Morgan Securities LLC. Courtney has been registered with the State of Ohio to provide investment advice since March 16, 2023. Courtney's current firm, State Farm Investment Management Corp, has $10,164,536,171 in assets under management. Courtney specializes in portfolio 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.
1
2
OH
03/16/2023 - Present
State Farm Investment Management Corp. (Pickerington OH)
OH
09/26/2022 - 03/11/2023
J.P. MORGAN SECURITIES LLC (Westerville OH)
OH
02/16/2022 - 09/29/2022
MORGAN STANLEY (Columbus OH)
OH
07/02/2020 - 09/01/2021
EQUITABLE ADVISORS, LLC (AKRON OH)
OH
05/01/2019 - 07/15/2020
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
OH
01/09/2018 - 04/25/2018
LPL FINANCIAL LLC (BEACHWOOD OH)
OH
12/23/2010 - 11/17/2017
FIDELITY BROKERAGE SERVICES LLC (WOODMERE VILLAGE OH)
BOTH
Issued 07/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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