Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Brown is a financial advisor with over 24 years of experience in the financial services industry. James is currently registered with State Farm Investment Management Corp. in Florida, Georgia, Maryland, and Virginia. James holds a Series 6, Series 63, Series 65 and SIE licenses. James has been active in the financial services industry since 1998 and has extensive experience in providing financial planning and investment management services. James offers a variety of financial services to individuals and businesses, including investment management, retirement planning, and estate planning.
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
MD
03/15/2023 - Present
State Farm Investment Management Corp. (District Heights MD)
IA
Issued 02/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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