Unclaimed
Steven Klinzing is an investment advisor representative and a registered representative with State Farm Investment Management Corp. Steven has been in the securities industry since May 17, 1998. Steven holds Series 6 and Series 63 licenses, as well as the SIE. Steven is also a Chartered Financial Consultant. The firm's main office is located in Bloomington, Illinois and has over $10 Billion in assets under management.
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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NY
08/17/2021 - Present
State Farm Investment Management Corp. (Patchogue NY)
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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