Unclaimed
Patrick Vallis is a registered representative with State Farm VP Management Corp., licensed in Michigan. Patrick has been in the financial services industry since January 19, 2016, and has held previous positions with State Farm VP Management Corp. in Troy, MI. Patrick holds the Series 6, Series 63, and SIE licenses.
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.
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.
1
2
MI
05/20/2019 - Present
State Farm VP Management Corp. (Wyoming MI)
MI
02/01/2014 - 05/31/2017
STATE FARM VP MANAGEMENT CORP. (Troy MI)
BC
Issued 03/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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