Unclaimed
Joseph David Gill is a registered investment advisor representative with State Farm Investment Management Corp. Joseph holds the Series 6, 63 and 65 licenses, in addition to the SIE. Joseph started in the securities industry in May 2001, and has been working with State Farm Investment Management Corp. since June 2021. Joseph currently works out of the Monroe, MI branch office of State Farm Investment Management Corp. Joseph is affiliated with several other organizations including Gill Performance Horses and the Carleton Rotary Club.
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
MI
06/07/2021 - Present
State Farm Investment Management Corp. (Monroe MI)
IA
Issued 04/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Gill is the right advisor for you? Invested Better is here to help.