Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shailendra? Claim Your ProfileShailendra Shukla has been in the financial services industry since 1995. He is currently registered with State Farm Investment Management Corp. as an Investment Advisor Representative (IAR). Shailendra Shukla is also a Registered Representative (RR) and holds the Series 6, 7, 63, and 65 licenses. Prior to joining State Farm Investment Management Corp. Shailendra Shukla has held roles at WM Financial Services, Inc., Wells Fargo Investments, LLC, Wells Fargo Securities Inc. and CitiCorp Investment Services. In addition to his work with State Farm Investment Management Corp., Shailendra Shukla is also the owner of his own insurance agency, Shailendra Shukla's Insurance Agency, which focuses on providing insurance services through State Farm Mutual Automobile Insurance Company and its affiliates. Shailendra Shukla's experience and expertise in the financial services industry allows him to provide a comprehensive range of services to his clients.
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
08/09/2018 - Present
State Farm Investment Management Corp. (Sunnyvale CA)
CA
09/24/2003 - 03/03/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
05/02/2001 - 12/17/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
05/05/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
05/03/1995 - 05/06/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 08/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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