Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Rooney is a financial advisor with State Farm Investment Management Corp. James has been in the industry since October 2008 and is registered to provide investment advice in Georgia and South Carolina. James is also a licensed insurance agent with James Rooney's Insurance Agency. James is committed to helping clients achieve their financial goals and is passionate about providing personalized advice and guidance.
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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SC
06/01/2023 - Present
State Farm Investment Management Corp. (Graniteville SC)
IL
11/12/2007 - 02/18/2014
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 05/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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