Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Porter is a financial professional with over 13 years of experience in the financial services industry. Robert is registered as a Registered Representative with State Farm Investment Management Corp. and has a Series 6, Series 26, and Series 63 license. Robert has a strong background in providing financial advice and investment management services. He is committed to helping individuals and families achieve their financial goals.
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.
1
2
MS
06/03/2022 - Present
State Farm Investment Management Corp. (Carriere MS)
BC
Issued 05/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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