Unclaimed
Dashiell Dericks is a registered Investment Advisor Representative with State Farm Investment Management Corp. Dashiell has been in the financial services industry since October 2023. Dashiell is currently registered with the state of Indiana. Dashiell has passed the Series 63, Series 65, SIE, and 6TO exams. Dashiell has also passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination.
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
IN
11/15/2023 - Present
State Farm Investment Management Corp. (Brownsburg IN)
IA
Issued 11/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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