Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Spachman is a financial advisor with over 25 years of experience in the industry. James currently works at State Farm Investment Management Corp. in Bloomington, IL. James provides investment advice to individuals and investment companies. James also has a strong background in insurance, having owned and operated Jim Spachman Insurance Agency. James has a broad range of experience and holds the Series 6, Series 63, and SIE licenses. James is committed to providing his clients with personalized service and tailored investment solutions.
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
IL
06/28/2023 - Present
State Farm Investment Management Corp. (Bloomington IL)
BC
Issued 08/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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