Unclaimed
Michael Jeffrey Miller is a registered Investment Advisor Representative with State Farm Investment Management Corp. He is also a registered representative with the firm. Michael has been in the industry since July 14, 2009. He has Series 6, 63 and 65 securities licenses as well as the SIE exam. Michael Miller is currently registered in Montana. Michael Miller also has a previous registration with STATE FARM VP MANAGEMENT CORP. He is a Montana resident. He also owns an investment or commercial property called Copperhead Holdings, LLC. Michael Miller provides portfolio management for individuals and investment companies at State Farm Investment Management Corp.
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
MT
04/11/2023 - Present
State Farm Investment Management Corp. (Helena MT)
MT
07/30/2007 - 02/22/2021
STATE FARM VP MANAGEMENT CORP. (Helena MT)
IA
Issued 03/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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