Unclaimed
David Charles Strasser is a financial professional with State Farm Investment Management Corp. David has been in the financial industry for over six years. David holds the Series 63, Series 65, and Series 6TO licenses. David also has a Series SIE. David's office is located in Bothell, WA.
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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WA
03/09/2023 - Present
State Farm Investment Management Corp. (Bothell WA)
IA
Issued 02/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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