Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Carter is a registered investment advisor representative with State Farm Investment Management Corp. Dylan has been in the industry since 2019. Dylan is also licensed in Georgia as a securities agent. Dylan holds the Series 63, 65 and SIE exams. Dylan has experience in the insurance and financial services industries. Dylan's current role at State Farm Investment Management Corp. involves portfolio management for individuals and investment companies.
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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GA
04/17/2023 - Present
State Farm Investment Management Corp. (Atlanta GA)
IA
Issued 03/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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