Unclaimed
Judd Greenberg is an investment advisor representative at State Farm Investment Management Corp. with over 12 years of experience in the financial industry. Judd has a Series 6, Series 63, and Series 65 licenses and specializes in providing portfolio management services for individuals and investment companies. Judd is also licensed and registered in New Jersey and Pennsylvania. Judd Greenberg's background includes working at State Farm VP Management Corp and Judd Greenberg Insurance Agency.
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
PA
02/20/2019 - Present
State Farm Investment Management Corp. (Philadelphia PA)
IA
Issued 02/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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