Unclaimed
Henry Gordon is a financial advisor associated with State Farm Investment Management Corp., based in Summerville, South Carolina. Henry has been in the securities industry since 2022, and is currently registered with the state of South Carolina as an investment advisor representative. Henry Gordon is also registered as a registered representative in North Carolina. Henry Gordon has also successfully completed the Series 63, 65, and 66 exams and has passed the SIE and Series 6TO exams. In addition to working with State Farm Investment Management Corp., Henry Gordon is also the owner and agent of Henry Gordon's Insurance Agency, which provides insurance services for State Farm Mutual Automobile Insurance Company and its affiliates.
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
SC
10/06/2023 - Present
State Farm Investment Management Corp. (Summerville SC)
IA
Issued 10/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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