Unclaimed
Stephen Frederick Simmons is a financial professional with over 20 years of experience in the financial services industry. Stephen is a Registered Representative and Investment Advisor Representative for State Farm Investment Management Corp. Stephen is registered to provide investment advisory services in the states of Delaware, District of Columbia, Maryland, New Jersey, Pennsylvania, and Virginia. Stephen is also a Chartered Financial Consultant.
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
MD
10/11/2023 - Present
State Farm Investment Management Corp. (Elkton MD)
BC
Issued 11/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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