Unclaimed
Joseph Nachbaur is a financial professional with over 17 years of experience in the financial services industry. He is currently registered as a Registered Representative and Investment Adviser Representative with State Farm Investment Management Corp., holding licenses in Florida, New Jersey, New York, and Pennsylvania. Joseph has a strong focus on portfolio management for both individuals and investment companies. His previous employment history includes roles with Joseph Nachbaur Insurance Agency, State Farm VP Management Corp., and State Farm Investment Management Corp. in various locations, including Jersey City, NJ and Wayne, NJ. In addition to his professional credentials, Joseph is a Chartered Financial Consultant and holds a Series 6, Series 63, and SIE licenses. He is actively involved in community organizations, serving as a board member for New Beginnings for Tomorrow, a non-profit organization dedicated to providing day programs for adults with disabilities.
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
NJ
02/28/2024 - Present
State Farm Investment Management Corp. (Wayne NJ)
BC
Issued 04/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Nachbaur is the right advisor for you? Invested Better is here to help.