Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Heath is a financial advisor with State Farm Investment Management Corp., registered in both North Carolina and South Carolina. John has been working in the financial industry since 2001. John has a Series 6, Series 63, and Series 65 license. John's primary business is with State Farm Investment Management Corp., but John also owns and operates an 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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NC
08/07/2024 - Present
State Farm Investment Management Corp. (Charlotte NC)
IL
05/15/2001 - 08/11/2014
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 08/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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