Unclaimed
Kyle Elbin is an investment advisor representative with State Farm Investment Management Corp. Kyle has been in the financial services industry since 2015 and is registered with the state of Pennsylvania. Kyle has Series 6, 63, and 65 licenses. Kyle has experience working with investment companies and holds a variety of licenses and certifications. Kyle's previous employment includes Concourse Financial Group Securities, Inc., State Farm VP Management Corp., and Nationwide Securities, LLC.
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
PA
03/15/2023 - Present
State Farm Investment Management Corp. (Camp Hill PA)
PA
10/22/2021 - 10/26/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ELIZABETHTOWN PA)
PA
11/14/2018 - 04/01/2021
STATE FARM VP MANAGEMENT CORP. (Mountville PA)
PA
06/17/2015 - 12/19/2016
NATIONWIDE SECURITIES, LLC (ELIZABETHTOWN PA)
IA
Issued 02/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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