Unclaimed
Kenneth Jaques is a financial advisor with State Farm Investment Management Corp. Kenneth is registered with the state of North Carolina to provide investment advisory services. Kenneth has been working in the financial industry for over 11 years. Kenneth has a Series 63 and Series 65 license and has passed the SIE and Series 6 exams. Kenneth also works as an insurance agent for Gregory Ochipa's 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.
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2
NC
12/05/2023 - Present
State Farm Investment Management Corp. (WILMINGTON NC)
IA
Issued 04/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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