Unclaimed
Dale P. Guidry is an Investment Advisor Representative with State Farm Investment Management Corp., registered in Louisiana and Texas. Dale has been in the financial services industry since 2011 and has experience in providing investment advice to individuals and investment companies. Dale has a Series 6 and Series 63 license and a SIE designation. Dale is also a Chartered Financial Consultant. In addition to his work with State Farm Investment Management Corp., Dale is also the owner of Dale Guidry'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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2
TX
06/12/2023 - Present
State Farm Investment Management Corp. (Humble TX)
BC
Issued 12/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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