Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Ashley is an investment advisor representative at State Farm Investment Management Corp. with over 2 years of experience in the financial industry. Kurtis is registered in Missouri. Kurtis is a Registered Representative with State Farm Investment Management Corp. Kurtis has a Series 63, 65, and 6TO securities licenses and the SIE exam.
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
MO
05/22/2024 - Present
State Farm Investment Management Corp. (Jefferson City MO)
IA
Issued 05/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kurtis Ashley is the right advisor for you? Invested Better is here to help.
