Unclaimed
Robert James Carr is a financial advisor with State Farm Investment Management Corp. Robert is registered with the state of Iowa. Robert has been working in the financial industry since April 2002. Robert's primary registration is as an Investment Advisor Representative. Robert holds the Series 6, Series 63 and SIE licenses. Robert is also a Chartered Financial Consultant. Robert also owns and operates Robert Carr's Insurance Agency in Guthrie Center, Iowa. Robert focuses on providing investment advisory services to individual and institutional clients.
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
IA
01/28/2022 - Present
State Farm Investment Management Corp. (Gutherie Center IA)
BC
Issued 04/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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