Unclaimed
Harry Shelton is a financial advisor with over 23 years of experience in the industry. Harry is registered with State Farm Investment Management Corp. in Indiana and Kentucky. Harry has Series 6, 63, and 65 licenses and the SIE exam. Harry is also licensed as an insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. In addition to Harry's advisory services, Harry also owns and operates H Michael Shelton's Insurance Agency. The firm manages over $10 Billion in assets.
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
KY
11/11/2020 - Present
State Farm Investment Management Corp. (Louisville KY)
IA
Issued 11/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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