Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Caleb Spears is a registered investment advisor representative with State Farm Investment Management Corp. Joshua Caleb Spears is also registered as an investment advisor in Ohio and West Virginia. Joshua Caleb Spears has 2 years of experience in the securities industry.
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
WV
04/21/2023 - Present
State Farm Investment Management Corp. (Charleston WV)
BC
Issued 12/13/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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