Unclaimed
Nadeem Moustafa is an investment advisor representative with State Farm Investment Management Corp. Nadeem holds Series 63, 65, and 6TO licenses, as well as the SIE. Nadeem has been in the securities industry for over 3 years and has experience in financial planning and portfolio management. Nadeem is registered to offer investment advice in New York.
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
NY
08/29/2022 - Present
State Farm Investment Management Corp. (Brooklyn NY)
IA
Issued 06/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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