Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robertson? Claim Your ProfileRobertson Ndegwa is a financial professional with over 9 years of experience in the financial services industry. Robertson is currently registered with State Farm Investment Management Corp. as an investment advisor representative. Robertson holds a Series 6, Series 63, and SIE license. Robertson has a strong background in insurance and investment management, having previously worked as an insurance agent for Robertson Ndegwa's Insurance Agency and State Farm VP Management Corp. Robertson is committed to providing his clients with personalized financial advice and guidance to help them 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.
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TX
11/30/2023 - Present
State Farm Investment Management Corp. (Elgin TX)
IL
10/31/2013 - 03/11/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 11/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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