Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen West has been in the financial industry since June 1999 and is currently registered as an Investment Advisor Representative with State Farm Investment Management Corp. Stephen is also a Chartered Financial Consultant. Stephen has been with State Farm Insurance, State Farm VP Management Corp. and State Farm Investment Management Corp. since March 2013. Stephen has passed the Series 26, Series 6 and SIE exams. Stephen is licensed to provide investment advice in the State of Ohio.
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
OH
09/24/2019 - Present
State Farm Investment Management Corp. (Medina OH)
BC
Issued 10/21/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen West is the right advisor for you? Invested Better is here to help.
