Unclaimed
Kaleb Griffin is a financial professional with State Farm Investment Management Corp. in Honea Path, South Carolina. Kaleb has been in the financial services industry since January 2015. Kaleb has experience in insurance and real estate. Kaleb holds the Series 6, 63, and SIE licenses and is also a Chartered Financial Consultant. Kaleb is registered to provide investment advice in South Carolina. Kaleb works primarily with 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
SC
06/27/2023 - Present
State Farm Investment Management Corp. (Honea Path SC)
BC
Issued 12/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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