Unclaimed
Douglas Rowley is a financial professional with over 20 years of experience in the industry. Douglas is registered with State Farm Investment Management Corp., where Douglas provides investment advice to individuals and investment companies. Douglas is also a Chartered Financial Consultant. Prior to joining State Farm Investment Management Corp., Douglas was with Edward Jones. Douglas has held various positions at State Farm Investment Management Corp., including VP Management Corp. Douglas is currently licensed in Arizona, California, Nevada and Oregon.
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
CA
07/26/2023 - Present
State Farm Investment Management Corp. (Citrus Heights CA)
MO
08/21/2001 - 08/06/2002
EDWARD JONES (ST. LOUIS MO)
BC
Issued 08/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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