Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Courtney is a financial advisor with State Farm Investment Management Corp. Nathan has 8 years of experience in the financial services industry. Nathan is registered with FINRA and is licensed in Ohio and Pennsylvania. Nathan's primary focus is on portfolio management for individuals and investment companies. Nathan is also a licensed insurance agent.
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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OH
08/03/2023 - Present
State Farm Investment Management Corp. (Westlake OH)
IL
09/25/2015 - 09/21/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 07/31/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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