Unclaimed
Marty Grubbs is a financial advisor at State Farm Investment Management Corp., a firm with a main office in Bloomington, Illinois. Marty's role is focused on providing investment advisory services, primarily for individuals and investment companies. Marty holds a Series 63 and a Series 65 license, and is also registered in Georgia, North Carolina, and South Carolina. Marty is actively involved in the financial services industry, with over a decade of experience in the field.
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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2
SC
08/04/2023 - Present
State Farm Investment Management Corp. (Lexington SC)
IA
Issued 07/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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