Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Barry Strothman is a financial professional with over 25 years of experience in the financial services industry. Steven currently works for State Farm Investment Management Corp., where Steven has been registered as an investment advisor representative since August 2021. Prior to joining State Farm Investment Management Corp., Steven worked for PML SECURITIES COMPANY from January 1985 to November 1985. Steven has Series 6, Series 63 and SIE licenses. Steven holds a Chartered Financial Consultant designation and is also a licensed insurance agent through Steven Strothman's Insurance Agency.
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
NY
08/17/2021 - Present
State Farm Investment Management Corp. (Fredonia NY)
NA
01/11/1985 - 11/12/1985
PML SECURITIES COMPANY
BC
Issued 08/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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