Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Vanderveen is a registered investment advisor representative with State Farm Investment Management Corp. James has been in the financial industry since April 2002. James is registered with the state of Oklahoma and is also registered with the state of Texas. James currently holds the Series 6, Series 63, Series 65, and Series 26 securities licenses. James holds a SIE designation, a widely recognized certification for investment professionals. In addition to working as an investment advisor, James is also the owner of a law practice and an 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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OK
01/26/2023 - Present
State Farm Investment Management Corp. (Tulsa OK)
IA
Issued 09/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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