Unclaimed
Jeremy Michael Borrero is an investment advisor representative at State Farm Investment Management Corp. Jeremy holds a Series 6, Series 63 and Series 65 license and has been in the industry since 2011. Jeremy has worked at State Farm Investment Management Corp. since September 2011, and is also the owner and agent for Jeremy Borrero's Insurance Agency. Jeremy is registered in Ohio and Pennsylvania.
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.
1
2
PA
05/26/2023 - Present
State Farm Investment Management Corp. (Erie PA)
IA
Issued 05/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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