Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Davidson has been working in the financial industry since 2008. James is currently registered with State Farm Investment Management Corp. James is licensed to conduct securities business in Kansas and Missouri. James has passed the Series 6, Series 63 and SIE exams. James is also a Chartered Financial Consultant. James is currently employed at State Farm Investment Management Corp. In addition to working as an investment advisor, James also owns and operates an insurance agency and other investment related business. James specializes in providing portfolio management services for individuals and investment companies.
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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MO
10/23/2018 - Present
State Farm Investment Management Corp. (Raymore MO)
BC
Issued 06/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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