Unclaimed
Luke Stauffer is a registered investment advisor representative associated with State Farm Investment Management Corp. in Philadelphia, Pennsylvania. Luke is registered to provide investment advice in the state of Pennsylvania. Luke Stauffer holds Series 63, 65, 6TO and SIE licenses. In addition to his role at State Farm Investment Management Corp, Luke is also an insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. Luke has worked in the financial industry for over 5 years.
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
07/02/2024 - Present
State Farm Investment Management Corp. (Broomall PA)
BC
Issued 03/09/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Luke Stauffer is the right advisor for you? Invested Better is here to help.