Unclaimed
James Myers is a financial professional who has been in the industry since January 12, 2016. James is currently registered with State Farm Investment Management Corp. as an Investment Advisor Representative (IAR). James is also registered as a Broker Dealer Representative in Delaware, Maryland, and Virginia. James holds a Series 6, Series 63, Series 65, and SIE license. James is a registered representative with State Farm Investment Management Corp and has experience in providing financial planning and portfolio management services to individuals and investment companies. James is also licensed to sell insurance through James Myers's Insurance Agency.
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
05/17/2023 - Present
State Farm Investment Management Corp. (Columbia MD)
IL
06/16/2015 - 03/02/2021
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 05/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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