Unclaimed
Glen Forbes is a financial advisor at State Farm Investment Management Corp. Glen has been working in the financial industry since 2011. Glen is registered as a securities agent in Arizona, Idaho, Nevada, Utah, and Wyoming. Glen has a Series 6, Series 63, and SIE license. Glen also has a Chartered Financial Consultant designation. Glen works in the Syracuse, Utah branch office of State Farm Investment Management Corp. Glen is an owner of Glen Forbes's 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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UT
10/27/2023 - Present
State Farm Investment Management Corp. (Syracuse UT)
BC
Issued 10/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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