Unclaimed
Scott Alan Koth has been in the financial services industry for over 10 years. Scott is a registered Investment Advisor Representative with State Farm Investment Management Corp. Scott is also registered with the state of Arizona and California. Scott has Series 6, 63, 6TO and SIE securities licenses and holds the Chartered Financial Consultant designation. Scott has experience working with individuals and investment companies. He is located in Murrieta, CA and offers investment advice for individuals and 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.
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2
CA
10/20/2020 - Present
State Farm Investment Management Corp. (Murrieta CA)
IL
12/17/2018 - 08/15/2019
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
04/22/2002 - 08/17/2010
STATE FARM VP MANAGEMENT CORP. (MURRIETA CA)
BC
Issued 11/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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