Unclaimed
Stephen Sparkman is a financial advisor with State Farm Investment Management Corp. Stephen has over 15 years of experience in the financial services industry. Stephen is a registered representative with FINRA and is also registered as an Investment Advisor Representative in Virginia. Stephen holds the Series 6, Series 63, and Series 65 licenses. Stephen is also a Certified Financial Planner. Stephen's areas of expertise include investment management, financial planning, and insurance. Stephen is committed to providing clients with personalized service and helping them achieve their financial goals. Stephen is also a volunteer in the community and is an active member of the Hampton Yacht Club.
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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VA
06/28/2021 - Present
State Farm Investment Management Corp. (Williamsburg VA)
IA
Issued 05/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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