Unclaimed
John Conrad is a financial professional with over 20 years of experience in the financial services industry. John is currently registered with State Farm Investment Management Corp. John specializes in providing investment advisory services to individuals and investment companies. John is dedicated to helping clients achieve their financial goals. John holds a Series 6 and Series 63 license, as well as the SIE exam. John is also a Chartered Financial Consultant.
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
MO
12/12/2023 - Present
State Farm Investment Management Corp. (Jefferson City MO)
BC
Issued 06/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Conrad is the right advisor for you? Invested Better is here to help.