Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Roy is a financial professional with over 10 years of experience in the financial services industry. David is a registered representative of State Farm Investment Management Corp. and currently holds active registrations in both Delaware and New Jersey. David has a Series 6 license and has passed the Securities Industry Essentials Examination. David's areas of specialization include investment companies and variable contracts. David holds the Chartered Financial Consultant designation. David is also the owner of David Roy's Insurance Agency and Allieroy LLC.
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
NJ
05/11/2023 - Present
State Farm Investment Management Corp. (Branchburg NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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