Unclaimed
Peter Alexander Scherbel is an investment advisor representative with State Farm Investment Management Corp. Peter has been in the industry since July 2021 and holds the Series 63 and Series 65 licenses. Peter also holds the Series 6TO and SIE licenses and is currently registered in Idaho, Utah, and Wyoming. Peter is a board member for the Sublette County Chamber of Commerce. In addition to his role at State Farm Investment Management Corp., Peter also owns and operates Peter Scherbel's Insurance Agency, a State Farm Insurance agency, and NODET LLC, a family investment group focused on real estate and brokerage accounts.
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
WY
08/04/2023 - Present
State Farm Investment Management Corp. (Pinedale WY)
IA
Issued 07/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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