Unclaimed
Shane Rogers is a financial professional with over 15 years of experience in the financial services industry. Shane is currently registered with State Farm Investment Management Corp. and is a licensed agent in Texas. Shane holds Series 6, 26, and 63 licenses, as well as the SIE exam. Shane has experience providing investment advisory services to individuals and investment companies. Shane's previous employment experience includes State Farm VP Management Corp. and State Farm Insurance.
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
TX
02/10/2021 - Present
State Farm Investment Management Corp. (Houston TX)
IL
03/24/2008 - 02/13/2019
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 04/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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