Unclaimed
James Reed is a financial professional with over 17 years of experience in the industry. James is a registered representative of State Farm Investment Management Corp. and is licensed in Missouri and Arkansas. James specializes in providing financial advice to individuals and investment companies. James is also a Chartered Financial Consultant. In addition to his role at State Farm Investment Management Corp., James also owns and operates James Reed's Insurance Agency. James is committed to providing his clients with personalized service 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.
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2
MO
08/13/2018 - Present
State Farm Investment Management Corp. (monett MO)
BC
Issued 07/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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