Unclaimed
David Moore is a financial advisor with State Farm Investment Management Corp. David has been in the industry since January 15, 2012. David has passed the Series 6, SIE, and Series 65 exams and is currently registered as an Investment Advisor Representative in Ohio. David is also a licensed insurance agent in Ohio. David specializes in providing investment advice and portfolio management for individuals and investment companies. David has been with State Farm Investment Management Corp. since November 2023. David has also worked with State Farm VP Management Corp. from 2006-2007 and has worked with David Moore's Insurance Agency since 2014.
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.
1
2
OH
11/08/2023 - Present
State Farm Investment Management Corp. (AKRON OH)
OH
12/01/2006 - 11/27/2007
STATE FARM VP MANAGEMENT CORP. (UNIONTOWN OH)
IA
Issued 11/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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