Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Atwell is a financial professional with over 6 years of experience in the industry. Eric is registered with State Farm Investment Management Corp., and is licensed to provide investment advice in Kansas and Missouri. Eric holds the Series 63, Series 65, and Series 6TO licenses, as well as the SIE exam. Eric's expertise is in portfolio management for individuals and investment companies. In addition to his financial services, Eric is also the owner and agent of Eric Atwell's Insurance Agency, providing insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
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
KS
05/11/2023 - Present
State Farm Investment Management Corp. (Overland Park KS)
IA
Issued 05/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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