Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Philippe Borges is an Investment Advisor Representative at State Farm Investment Management Corp.. Max has been in the industry since February 2022 and holds the Series 63, 65, and 6TO licenses as well as the SIE exam. Max is registered to provide investment advice in the District of Columbia, Maryland and Virginia. Max has experience working with 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.
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MD
04/28/2023 - Present
State Farm Investment Management Corp. (Bethesda MD)
IA
Issued 04/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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