Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Tunall is a financial professional with over 30 years of experience in the financial services industry. Steven is registered with State Farm Investment Management Corp. and is a licensed insurance agent with Steven Tunall's Insurance Agency. Steven holds Series 6, 7, and 63 securities licenses and a Series 65 investment advisor license. Steven has been with State Farm Investment Management Corp. since July 2023.
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
PA
07/13/2023 - Present
State Farm Investment Management Corp. (KANE PA)
NA
11/22/1992 - 09/09/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
11/22/1992 - 09/09/1994
IDS LIFE INSURANCE COMPANY
IA
Issued 06/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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