Unclaimed
Eric Anthony Endres is a registered investment advisor representative with State Farm Investment Management Corp. located in Chandler, TX. Eric has been in the industry since 2019 and has a Series 63, 65, and 6TO license. Eric is also licensed in Texas as an Investment Advisor Representative. Eric has worked with Gene Wolfgram Insurance Agency, GEICO, Smart Circle, RaceTrac Petroleum, Smallcakes, Deborah Wolfgram Insurance Agency, and State Farm Insurance.
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
06/21/2022 - Present
State Farm Investment Management Corp. (Chandler TX)
IA
Issued 05/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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