Unclaimed
Timothy Keefe is a registered investment advisor representative with State Farm Investment Management Corp. Timothy has been in the securities industry since December 17, 2006. Timothy holds Series 6, 63 and 65 licenses. Timothy specializes in investment company products and variable contracts. Timothy's other business activities include owning and operating Timothy Keefe's Insurance Agency. Timothy's office is located at 635 Dixie Dr Ste 1 in Clute, TX 77531. Timothy's firm manages approximately $10,164,536,171 in assets.
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.
1
2
TX
01/03/2022 - Present
State Farm Investment Management Corp. (Clute TX)
IA
Issued 12/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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