Unclaimed
Eliot Rester is a financial advisor with State Farm Investment Management Corp. Eliot is a Registered Representative and Investment Advisor Representative. Eliot has been in the financial services industry since 2002. Eliot is registered in Arkansas, Louisiana, Oklahoma and Texas. Eliot has a Series 6, 7, 24, 53, and 63 license. Eliot also has a Series 4 license. Eliot has worked for a number of firms over the years, including Investment Professionals, Inc. and BSC Securities L.C. Eliot provides investment advisory services to individuals and investment companies. Eliot is also a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. Eliot is a member of the Mt. Pleasant Rodeo Association.
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
TX
09/12/2018 - Present
State Farm Investment Management Corp. (Mt Pleasant TX)
TX
06/15/2005 - 04/28/2015
INVESTMENT PROFESSIONALS, INC. (WINNSBORO TX)
TX
02/23/2005 - 06/15/2005
BSC SECURITIES L.C. (LONGVIEW TX)
TX
08/15/2003 - 02/16/2005
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
CT
03/05/2002 - 08/12/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2006
Series 4 - Registered Options Principal Examination
BC
Issued 11/29/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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