Unclaimed
David Lawrence Cooley is a financial professional with over 20 years of experience in the industry. David has a Series 6 and SIE license and is registered as an Investment Advisor Representative (IAR) in Florida. David works for State Farm Investment Management Corp. and has been with the firm since June 2019. David has a specializations in investment company products and variable contracts. David is a Chartered Financial Consultant. David is a board member for the Henderson Behavioral Health and David Cooley's Insurance Agency, as well as other organizations.
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
FL
06/25/2019 - Present
State Farm Investment Management Corp. (Pompano Beach FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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