Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Evans is a financial professional with over 20 years of experience in the financial services industry. Eric is currently registered as a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. in Kettering, Ohio. Eric is a Chartered Financial Consultant and holds the Series 2, 6, 63 and 65 securities licenses as well as the SIE. Eric has been with State Farm Investment Management Corp since 2012. Eric specializes in providing financial advice and investment management services to 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.
1
2
OH
08/02/2018 - Present
State Farm Investment Management Corp. (KETTERING OH)
IA
Issued 11/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/1993
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
Not sure Eric Evans is the right advisor for you? Invested Better is here to help.
