Unclaimed
Robert L. Simpson is a financial advisor with State Farm Investment Management Corp. Robert L. Simpson has been in the financial services industry since 2009. Robert L. Simpson is a licensed and registered advisor in the states of Illinois, Indiana and Missouri. Robert L. Simpson is also licensed as an insurance agent 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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IL
07/11/2023 - Present
State Farm Investment Management Corp. (Collinsville IL)
BC
Issued 11/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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