Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wierschem is a registered representative and investment advisor representative. David is currently employed by State Farm Investment Management Corp. David has been in the financial services industry since 2022. David is licensed in Utah. David has passed the following securities exams: Series 63, Series 65, Series 6TO, and SIE. David is also registered with the following regulatory organizations: FINRA and State of Utah.
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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UT
01/04/2023 - Present
State Farm Investment Management Corp. (Salt Lake City UT)
BC
Issued 08/23/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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