Unclaimed
Jory Kaufman is a financial professional who has been in the industry since 2008. Jory is currently registered with FBL Marketing Services, LLC and has been with the firm since 2008. Prior to this, Jory worked with State Farm VP Management Corp. Jory has a broad range of experience and has a strong track record of success. Jory holds Series 6, 63, 26, and 65 licenses as well as the SIE exam.
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.
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.
1
2
MT
11/16/2022 - Present
FBL Marketing Services, LLC (Missoula MT)
IA
11/18/2008 - 10/31/2022
FBL MARKETING SERVICES, LLC (WEST DES MOINES IA)
IL
05/01/2008 - 11/17/2008
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 03/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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