Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gillis is a registered investment advisor representative with State Farm Investment Management Corp. Steven Gillis has been in the industry since April 28, 2011 and has an active investment advisor registration in North Carolina and Virginia. Steven Gillis is also a registered representative in North Carolina and Virginia. Steven Gillis provides portfolio management services for individuals and investment companies. Steven Gillis is also an insurance agent with Steven Gillis'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.
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NC
11/16/2020 - Present
State Farm Investment Management Corp. (Kitty Hawk NC)
IA
Issued 11/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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