Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Loftis is a financial advisor registered with State Farm Investment Management Corp. in Murfreesboro, Tennessee. Craig has been in the industry since May 19, 1998 and has a total of 4 approved registrations across the states of Kentucky and Tennessee. Craig has also passed the Series 6, 26, 63, and 65 examinations.
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
TN
08/29/2022 - Present
State Farm Investment Management Corp. (Murfreesboro TN)
IA
Issued 08/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Loftis is the right advisor for you? Invested Better is here to help.
