Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Felix is a financial advisor with over 20 years of experience in the financial services industry. James is registered as a Registered Representative with State Farm Investment Management Corp. James works with individuals and investment companies to provide financial advice. James is located in Lake Orion, Michigan.
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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MI
10/10/2023 - Present
State Farm Investment Management Corp. (Lake Orion MI)
IL
02/26/1999 - 03/24/1999
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 06/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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