Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Douglas Croy is a registered investment advisor with State Farm Investment Management Corp. in Harrisonville, MO. Steven Croy has been in the financial services industry since February 8, 1998. He holds a Series 6, Series 63, and Series 65 licenses. Steven Croy is registered to provide investment advisory services in Kansas and Missouri. Steven Croy is also a registered insurance agent with Steven Croy's Insurance Agency, an insurance agency that provides services to clients in the Harrisonville, Missouri area.
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
MO
06/29/2023 - Present
State Farm Investment Management Corp. (Harrisonville MO)
IA
Issued 06/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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