Unclaimed
David Cornelius is a financial advisor with over 9 years of experience in the financial services industry. David is a registered representative of State Farm Investment Management Corp. and a registered investment advisor in Alabama, Kentucky, Mississippi, Tennessee and Virginia. David holds Series 6, 63 and 65 licenses, and the SIE. David is committed to providing personalized financial advice to individuals and families.
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
KY
02/15/2023 - Present
State Farm Investment Management Corp. (Danville KY)
IA
Issued 06/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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