Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Ellsworth is a financial professional with over 10 years of experience in the industry. Roger is currently registered with State Farm Investment Management Corp. and holds Series 6, 63, and 65 licenses as well as the SIE exam. Roger is also a Chartered Financial Consultant. Roger has been with State Farm Investment Management Corp. since August 2018 and is based in Granger, Indiana.
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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IN
11/05/2018 - Present
State Farm Investment Management Corp. (Granger IN)
IA
Issued 11/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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