Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Peters is a financial advisor with over 20 years of experience in the financial services industry. James is registered as a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. in New Port Richey, FL. James has been associated with the firm since April 1998. He is also the owner of Mike Peters’s Insurance Agency, offering insurance services through State Farm Mutual Automobile Insurance Company and its affiliates. James holds the Series 6 and SIE licenses and is a Chartered Financial Consultant. He has a track record of success in providing financial advice to individuals and businesses.
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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FL
09/26/2018 - Present
State Farm Investment Management Corp. (New Prt Rchy FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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