Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monty? Claim Your ProfileMonty J Sunderland is a financial advisor with State Farm Investment Management Corp. Monty has been in the industry since 2023. Monty is registered with the state of Washington. Monty has experience working with investment companies. Monty's office is located in Yakima, Washington.
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
WA
08/30/2024 - Present
State Farm Investment Management Corp. (Yakima WA)
WA
12/18/2023 - 07/09/2024
EDWARD JONES (SELAH WA)
BOTH
Issued 01/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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