Unclaimed
Keith Folmar is a financial professional with over 20 years of experience in the financial services industry. Keith is a registered representative with State Farm Investment Management Corp. and is licensed to offer securities and investment advisory services in Pennsylvania. He has a Series 6 and Series 63 license, as well as the Securities Industry Essentials (SIE) exam. Keith is also a Chartered Financial Consultant. Keith is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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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PA
08/23/2018 - Present
State Farm Investment Management Corp. (Philipsburg PA)
BC
Issued 05/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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