Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik D. Coblentz is a registered investment advisor representative with State Farm Investment Management Corp. Erik has been working in the financial services industry since August 2008. Erik is registered with the state of Ohio and has a Series 6 and Series 65 license. Erik also owns an insurance agency and is an agent for State Farm Mutual Automobile Insurance Company and its affiliates. Erik specializes in providing portfolio management for 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
07/13/2023 - Present
State Farm Investment Management Corp. (Canal Fulton OH)
IA
Issued 06/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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