Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rollie? Claim Your ProfileRollie Everett Stephens is an Investment Advisor Representative at State Farm Investment Management Corp., a firm based in Bloomington, IL. Rollie has been in the financial industry for over 10 years. Stephens is licensed in Ohio and Michigan and has a Series 6, Series 63, and Series 65 securities license. Currently, Rollie manages over $10 billion in assets for investment companies.
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
OH
08/03/2018 - Present
State Farm Investment Management Corp. (Strongsville OH)
IA
Issued 12/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rollie Stephens is the right advisor for you? Invested Better is here to help.
