Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Davis is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with State Farm Investment Management Corp. in Leesburg, Florida. Robert is a Series 6 and 26 licensed professional. Robert also holds a Chartered Financial Consultant designation. Robert has experience working with individuals and investment companies.
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
FL
09/11/2023 - Present
State Farm Investment Management Corp. (Leesburg FL)
IL
04/22/1998 - 03/20/2001
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 08/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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