Unclaimed
Stephen Grant Evans is a financial advisor with State Farm Investment Management Corp. Stephen is registered with the state of Alabama. Stephen has been in the industry for over 2 years and has a wide range of experience. Stephen holds a Series 65 and Series 63 license as well as a Series 6TO and SIE license. Stephen is also registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Alabama Securities Commission. Stephen provides investment advice to individuals and investment companies and has a strong commitment to providing personalized financial solutions.
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
AL
02/15/2023 - Present
State Farm Investment Management Corp. (Moundville AL)
IA
Issued 09/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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