Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Pappas is an investment advisor representative at State Farm Investment Management Corp. He has been in the industry since June 26, 2006, and holds Series 6, 63, and 65 licenses, as well as the SIE exam. He is registered with the state of Michigan. Philip Pappas is also the owner of Philip Pappas's Insurance Agency. He is a life coach and owns Actuality of Being, a life coaching business.
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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MI
01/03/2024 - Present
State Farm Investment Management Corp. (Dearborn Heights MI)
IA
Issued 12/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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