Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Overby is a financial advisor with State Farm Investment Management Corp. Robert has been in the financial services industry since 1994. Robert has Series 63, 65, 7, 11, 24, 27, 4, 55, and SIE licenses. Robert is registered to provide investment advice in Kansas, Minnesota, North Carolina and Wisconsin. Robert also owns and operates Robert Overby's Insurance Agency, providing insurance services for State Farm Mutual Automobile Insurance Company and its affiliates.
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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2
MN
05/08/2023 - Present
State Farm Investment Management Corp. (Shoreview MN)
NY
01/09/2004 - 04/26/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
06/08/1998 - 03/31/2003
NDX TRADING, INC. (NEW BRIGHTON MN)
NA
04/19/1996 - 06/09/1998
NDX TRADING, INC.
NJ
05/20/1993 - 04/24/1996
ALL-TECH INVESTMENT GROUP, INC. (MONTVALE NJ)
IA
Issued 04/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/27/1997
Series 4 - Registered Options Principal Examination
BC
Issued 02/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1993
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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