Unclaimed
Kyle Hale is an investment advisor representative with State Farm Investment Management Corp. Kyle Hale has been in the industry since February 2015. Kyle Hale has a Series 66, Series 6TO, Series 7, and SIE exam. Kyle Hale is registered in Indiana, Kentucky, and Ohio. Kyle Hale is also a Chartered Financial Consultant. Kyle Hale’s current firm State Farm Investment Management Corp. specializes in providing portfolio management services for individuals and investment companies.
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
IN
07/13/2024 - Present
State Farm Investment Management Corp. (Indianapolis IN)
IN
01/27/2015 - 03/26/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (INDIANAPOLIS IN)
BOTH
Issued 02/13/2015
Series 66 - Uniform Combined 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 01/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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