Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph McCollum is an investment advisor representative at State Farm Investment Management Corp. in Sac City, Iowa. Joseph has been in the securities industry since 2015. Joseph is registered with FINRA and the state of Iowa. Joseph holds the Series 6, Series 63, and Series 65 licenses, along with the SIE exam. Joseph is also a licensed insurance agent with State Farm. Joseph provides 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.
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2
IA
12/17/2018 - Present
State Farm Investment Management Corp. (SAC CITY IA)
IA
Issued 12/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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