Unclaimed
Robert Akers is a financial advisor with State Farm Investment Management Corp. Robert has been in the financial services industry since 2009. He is registered with the state of Missouri as a Registered Investment Advisor (IA) and a Broker-Dealer (BC). Robert holds a Series 6 and 63 license, along with the Series 65 and SIE exams. Robert is a licensed insurance agent and owns an insurance agency in Springfield, Missouri. Robert also owns several investment or commercial properties and is involved in various real estate investment ventures.
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
MO
08/24/2023 - Present
State Farm Investment Management Corp. (SPRINGFIELD MO)
IA
Issued 08/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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