Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Martin is a registered investment advisor representative with State Farm Investment Management Corp., in Valparaiso, Indiana. Scott has been in the industry since 2018 and has held previous roles at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANK OF AMERICA, N.A. Scott has a Series 63, 65 and 66 licenses. Scott is also an insurance agent with the Scott Martin Insurance Agency.
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
04/10/2023 - Present
State Farm Investment Management Corp. (Valparaiso IN)
IN
02/08/2019 - 06/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)
IA
Issued 03/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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