Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherwin? Claim Your ProfileSherwin Shafiee is an investment advisor representative at State Farm Investment Management Corp. Sherwin is a registered representative in Arizona and California, and has worked in the financial services industry since 2014. Sherwin is also an insurance agent, and is the owner of Sherwin Shafiee's Insurance Agency. Sherwin holds the Series 6, SIE, 63, 65, and 6TO securities licenses. Sherwin has experience working with 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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2
IL
12/21/2023 - Present
State Farm Investment Management Corp. (BLOOMINGTON IL)
IL
06/03/2014 - 12/03/2021
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 04/02/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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