Unclaimed
James Iagnemma is an investment advisor representative with State Farm Investment Management Corp. in Bridgeville, PA. James has been in the financial services industry for over 30 years and is currently registered as a Registered Representative and Investment Advisor Representative in Pennsylvania. James has a strong background in financial planning and portfolio management. Prior to joining State Farm Investment Management Corp., James held positions at American Express Financial Advisors Inc., IDS Life Insurance Company, and H. C. Copeland and Associates Equities, Inc. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
PA
06/29/2020 - Present
State Farm Investment Management Corp. (Bridgeville PA)
NJ
01/10/1992 - 09/02/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
MN
10/08/1991 - 01/03/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/08/1991 - 01/03/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
05/21/1990 - 10/09/1991
H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)
IA
Issued 06/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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