Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Gilbertson is a registered Investment Advisor Representative associated with State Farm Investment Management Corp. in Ellensburg, Washington. Shannon is a licensed agent holding a Series 63, 65, and 6TO. Shannon has been in the industry for over 20 years and is actively involved in the community. Shannon's primary focus is on providing personalized investment advice and portfolio management services to individual investors 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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WA
08/28/2024 - Present
State Farm Investment Management Corp. (Ellensburg WA)
IA
Issued 10/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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