Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Covington Pate is an investment advisor representative with State Farm Investment Management Corp., registered with FINRA, and in the states of Alabama and Georgia. Stuart Covington Pate has over 20 years of experience in the financial industry, specializing in investment advice for individuals and investment companies. Stuart Covington Pate can help you with a variety of financial needs, including portfolio management, retirement planning and other financial strategies.
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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GA
08/07/2023 - Present
State Farm Investment Management Corp. (Sylvester GA)
IA
Issued 07/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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