Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Merriman is a financial advisor with State Farm Investment Management Corp. David has been in the financial services industry since 1999. David has a Series 6 and Series 63 license. David also holds the Chartered Financial Consultant designation. David is a board member of the Northeast Technical Center Foundation and the SAFENET SERVICES INC. David is also the owner and agent of David Merriman'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
OK
04/19/2023 - Present
State Farm Investment Management Corp. (Claremore OK)
OK
02/02/1998 - 01/29/2018
STATE FARM VP MANAGEMENT CORP. (CLAREMORE OK)
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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