Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edwin Jensen is a financial advisor who has been in the industry since 2003. David is a registered representative of State Farm Investment Management Corp. and has held the Series 6, Series 63, and SIE licenses. David holds the Chartered Financial Consultant designation. Currently, David is based in Helena, Montana. David has previous work experience with State Farm VP Management Corp.
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
MT
08/06/2018 - Present
State Farm Investment Management Corp. (Helena MT)
IL
10/03/2003 - 05/16/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 01/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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