Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy David Rogstad is an investment advisor representative for State Farm Investment Management Corp. Jeremy David Rogstad is registered with FINRA and is a registered investment advisor in Illinois, Iowa, Minnesota, Nebraska, South Dakota and Wisconsin. Jeremy David Rogstad has been in the securities industry since August 17, 2009. Jeremy David Rogstad is also the owner of Jeremy Rogstad's 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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2
IA
06/01/2023 - Present
State Farm Investment Management Corp. (Charles City IA)
IA
Issued 05/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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