Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sunshine? Claim Your ProfileSunshine Grace Newton is an investment advisor representative with State Farm Investment Management Corp. located in Leesport, PA. Sunshine has been in the financial services industry for over 10 years. Sunshine has passed the Series 63, 65 and the Series 6TO and SIE exams. Sunshine is also registered with the state of Pennsylvania. The firm has 16 licensed agents, 14 registered representatives and 110 investment advisory functions. The firm has a total of 4 accounts and has 10164536171 of 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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2
PA
04/18/2023 - Present
State Farm Investment Management Corp. (Leesport PA)
IA
Issued 04/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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