Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Jason Gardner is a financial advisor with State Farm Investment Management Corp. He is registered with the state of Alabama as both an investment advisor and a broker-dealer. Phillip has been working in the financial industry since 2010. Phillip holds several licenses and certifications, including the Series 63 and Series 65 licenses. He specializes in providing investment advice to individuals and investment companies. Phillip is committed to helping clients reach their financial goals.
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
07/11/2024 - Present
State Farm Investment Management Corp. (birmingham AL)
IA
Issued 06/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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