Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederic? Claim Your ProfileFrederic Coffey is a financial professional with over 25 years of experience in the industry. Frederic is currently registered as an Investment Advisor Representative with State Farm Investment Management Corp. Frederic is also a registered Representative for State Farm VP Management Corp. Frederic has a strong track record of providing clients with financial advice and investment management services. Frederic has also demonstrated a commitment to continuing education, holding the Series 6 and SIE licenses, as well as the designation of Chartered Financial Consultant. Frederic has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Frederic is a valuable resource for clients seeking financial advice and investment management services.
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
FL
01/01/2025 - Present
State Farm Investment Management Corp. (Sarasota FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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