Unclaimed
Donald Hagberg is a registered investment advisor representative with State Farm Investment Management Corp., with over 20 years of experience in the financial services industry. Donald's current registrations include Series 63, Series 6, Series 26, Series 65 and SIE. Donald is currently active in Arizona and has prior experience in Arizona as well. Donald has a history of working with Investment Companies and has been working with State Farm Investment Management Corp. since 2020.
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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AZ
10/16/2020 - Present
State Farm Investment Management Corp. (Scottsdale AZ)
IA
Issued 09/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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