Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Reed is a financial advisor who has been working in the industry since 2023. Robert holds the Series 63, 66, 7TO, and SIE licenses. Robert currently works for State Farm Investment Management Corp and is registered in Arizona, California, Nevada, and Oregon. Before working at State Farm Investment Management Corp, Robert worked for LPL Financial LLC. Robert is also a State Farm employee.
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
CA
10/13/2023 - Present
State Farm Investment Management Corp. (Napa CA)
CA
12/19/2022 - 02/24/2023
LPL FINANCIAL LLC (NAPA CA)
BOTH
Issued 04/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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