Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Drake is a registered Investment Advisor Representative with State Farm Investment Management Corp. located in Washington, MI. Robert has been in the financial industry since June 2012 and holds the Series 6, Series 63, and Series 65 licenses. Robert Drake also holds the Securities Industry Essentials Examination. Robert Drake is an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates and is the owner of Robert Drake's Insurance Agency. Robert Drake's insurance agency is located at 64445 Van Dyke Rd, Washington, MI 48095.
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
MI
05/26/2023 - Present
State Farm Investment Management Corp. (Washington MI)
IA
Issued 05/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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