Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Brown is a financial advisor with over 20 years of experience in the industry. Stephen is registered as a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Stephen holds the Series 6 and Series 63 licenses and the SIE exam. Stephen is registered in Indiana, Kentucky, Michigan and Ohio. Stephen has a history of working with insurance companies and investment companies. Stephen also specializes in Financial Planning and Portfolio Management for 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
OH
08/09/2018 - Present
State Farm Investment Management Corp. (Cincinnati OH)
IL
03/24/2003 - 08/20/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 08/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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