Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Geraghty is a financial professional with over 23 years of experience in the industry. Robert is currently registered as an Investment Advisor Representative in Florida with State Farm Investment Management Corp., where Robert has been employed since July 2023. Robert is also a licensed insurance agent for State Farm. Robert is passionate about helping clients achieve their financial goals and is committed to providing personalized service.
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
08/08/2023 - Present
State Farm Investment Management Corp. (Davenport FL)
IA
Issued 05/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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