Unclaimed
Shane Stewart is an investment advisor representative for State Farm Investment Management Corp. based in Marble Falls, Texas. Shane Stewart has been in the industry for over 20 years and has experience in securities and investment advisory services. Shane Stewart is a registered representative of FINRA and has a Series 6, Series 63, and Series 65 license. Shane Stewart is also a licensed insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Shane Stewart provides investment advice to 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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TX
11/14/2019 - Present
State Farm Investment Management Corp. (Marble Falls TX)
IA
Issued 09/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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