Unclaimed
Joshua Adam Harris is an investment advisor representative who has been in the industry for 10 years. Joshua currently works for State Farm Investment Management Corp. Joshua is registered with the state of Michigan as both a Registered Investment Advisor and a Broker-Dealer. Joshua has passed the Series 63, Series 65 and the SIE exam. Joshua has worked at State Farm VP Management Corp. for a total of 7 years.
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
MI
11/17/2018 - Present
State Farm Investment Management Corp. (Midland MI)
IA
Issued 11/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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