Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott William Case is an investment advisor representative at State Farm Investment Management Corp. Scott has been in the industry since 2015 and holds Series 6, 63, and 65 licenses along with a SIE designation. Scott is registered as an investment advisor representative in Illinois, Indiana, and Wisconsin. Scott is a partner in a real estate investment club and is the owner of Scott Case's 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.
1
2
IL
12/09/2019 - Present
State Farm Investment Management Corp. (River Grove IL)
IA
Issued 11/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Case is the right advisor for you? Invested Better is here to help.
