Unclaimed
Scott Klar is an active investment advisor representative, currently registered with State Farm Investment Management Corp., with registration status as APPROVED, effective from 2022-05-13. Scott Klar's license as an investment advisor representative is also approved in New York and Pennsylvania. Scott Klar has been in the financial services industry since 2011. Scott Klar's main office is in Matawan, New Jersey.
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
NJ
05/11/2022 - Present
State Farm Investment Management Corp. (MATAWAN NJ)
IA
Issued 04/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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