Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Yates is a registered investment advisor representative with State Farm Investment Management Corp. Michael has been in the financial services industry for over 20 years and holds several licenses and designations, including the Series 6, 63, 26, and 65 exams. He is also a licensed insurance agent. Michael's firm is headquartered in Bloomington, Illinois and manages over $10 billion in assets. Michael specializes in portfolio management for 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.
1
2
PA
09/30/2019 - Present
State Farm Investment Management Corp. (King of Prussia PA)
IA
Issued 09/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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