Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Anthony Coan is a registered representative with State Farm Investment Management Corp. He has been in the financial services industry since May 4, 2006. Kevin Coan holds Series 7, 63, SIE, and 6TO licenses. He also holds a Chartered Financial Consultant designation. He specializes in providing investment advice to individuals and investment companies. Kevin Anthony Coan is licensed in Delaware, New Jersey and Pennsylvania.
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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NJ
08/16/2018 - Present
State Farm Investment Management Corp. (Delran NJ)
BC
Issued 04/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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