Unclaimed
Skyler Peak is an investment advisor representative with State Farm Investment Management Corp., and is registered to provide investment advice in Alabama, Arizona, and Colorado. Skyler Peak is also registered as a securities agent in these states, and has been in the industry since 2015. Skyler Peak holds Series 63, Series 6TO, and SIE licenses and is a Chartered Financial Consultant. In addition to being an investment advisor, Skyler Peak also operates Skyler Peak's Insurance Agency, which provides insurance services to clients. Skyler Peak has experience working with investment companies, and holds 4 accounts under management for these clients. Skyler Peak specializes in providing financial planning and portfolio management services 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.
1
2
CO
03/24/2021 - Present
State Farm Investment Management Corp. (Westminster CO)
BC
Issued 06/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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