Unclaimed
Robin Bailey is a financial advisor with State Farm Investment Management Corp. Robin has been in the financial services industry since 1999. Robin's previous employment included positions at MetLife Securities Inc., Metropolitan Life Insurance Company, CUNA Brokerage Services, Inc. and Morgan Stanley DW Inc. Robin is registered with the state of Indiana as an Investment Advisor Representative. Robin holds Series 7, 63, 31 and 65 securities licenses as well as the Series 6TO and SIE. Robin also holds the Chartered Financial Consultant designation.
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
IN
08/14/2018 - Present
State Farm Investment Management Corp. (Greenwood IN)
MA
04/01/2003 - 07/25/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/01/2003 - 07/25/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
12/21/2001 - 02/21/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
09/13/1999 - 12/13/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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