Unclaimed
Philip Goodge is a financial advisor registered with State Farm Investment Management Corp. Philip has been in the industry since December 2007. Philip holds the Series 6 and Series 63 securities licenses. Philip has been registered with State Farm Investment Management Corp since 2018, is active in both broker-dealer and investment advisor capacities and has a branch location in Cathedral City, CA. Philip is also registered as an Investment Advisor Representative in Arizona, California, Nevada and Oregon.
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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CA
05/19/2022 - Present
State Farm Investment Management Corp. (Catherdral City CA)
IL
02/13/2006 - 04/27/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 02/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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