Unclaimed
Joseph Magoffin is an investment advisor representative with State Farm Investment Management Corp. Joseph has been in the industry since March 9, 2014 and is registered with the state of Colorado. Joseph has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Joseph is also a Chartered Financial Consultant and has an insurance agency, Joseph Magoffin's Insurance Agency, which is an investment-related business. Joseph works in the Littleton, CO office. State Farm Investment Management Corp. is an investment advisor with offices in Bloomington, IL. The firm manages over $10 billion in assets and offers portfolio management services to individuals and investment companies.
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
CO
08/17/2018 - Present
State Farm Investment Management Corp. (Littleton CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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