Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Simon is an investment advisor representative at State Farm Investment Management Corp. with over 10 years of experience in the financial services industry. Eric is a registered Investment Advisor in Pennsylvania and holds the Series 6, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) exam. Eric has been with State Farm Investment Management Corp. since 2018 and previously worked for State Farm Insurance and State Farm VP Management Corp.
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.
1
2
PA
04/18/2019 - Present
State Farm Investment Management Corp. (Doylestown PA)
IA
Issued 04/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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