Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Altman is a financial advisor with State Farm Investment Management Corp. Michael is registered with the state of Iowa, Nebraska, and South Dakota. Michael is a financial advisor in the Cherokee area and has been in the industry since 2023. Michael is active in both the Broker-Dealer and Investment Advisor space. Michael has the Series 63, Series 65, Series 6TO, and the SIE exams. Michael's background also includes experience in insurance sales at Jennifer Griffin's Insurance Agency.
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
IA
12/06/2023 - Present
State Farm Investment Management Corp. (Cherokee IA)
BC
Issued 07/15/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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