Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Clary is an investment advisor representative at State Farm Investment Management Corp. Robert has been in the industry since 2010 and has been actively registered with the state of South Carolina since June 2022. Robert has passed the Series 63, Series 65, Series 6TO and SIE exams. Robert has experience in financial planning and portfolio management for individuals and investment companies. Robert is a licensed agent for State Farm Mutual Automobile Insurance Company and its affiliates.
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
SC
08/30/2022 - Present
State Farm Investment Management Corp. (Conway SC)
IA
Issued 08/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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