Unclaimed
Nicholas Baldwin is an investment advisor representative with State Farm Investment Management Corp. based in Florence, Alabama. Nicholas is registered with the state of Alabama to provide investment advisory services. Nicholas has been in the financial services industry since 2017, working with clients in a variety of areas. State Farm Investment Management Corp. provides a range of investment services to individual and institutional clients. The firm manages a variety of investment portfolios, including mutual funds, exchange-traded funds, and variable annuities. They also offer a range of financial planning services, including retirement planning, college savings planning, and estate planning.
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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AL
11/14/2023 - Present
State Farm Investment Management Corp. (Florence AL)
IA
Issued 11/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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