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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Simonis is an Investment Advisor Representative at State Farm Investment Management Corp. with more than 6 years in the industry. Erik has been registered with FINRA and state regulators to provide advisory services to clients in Arizona, California, Nevada, Utah, and Washington. Erik specializes in providing investment advice for individuals and investment companies. Erik is a graduate of the University of Nevada, Las Vegas and has obtained a series 63, 65, and 6TO licenses, and has also successfully passed the SIE exam. Erik's other business activities include owning and operating an insurance agency.
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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NV
10/16/2024 - Present
State Farm Investment Management Corp. (Las Vegas NV)
IA
Issued 02/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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