Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy P. Bordelon is an investment advisor representative with State Farm Investment Management Corp. Timothy has been in the securities industry since 2007 and is registered with the state of Texas as both a broker-dealer and an investment advisor representative. Timothy is a Series 6 and Series 63 licensed representative. Timothy also holds the Series 65 and SIE licenses. Timothy works with individuals and investment companies to provide portfolio management services. Timothy also works as a mortgage loan originator through Rocket Mortgage and as an insurance agent for State Farm Insurance.
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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TX
01/14/2019 - Present
State Farm Investment Management Corp. (Grand Prairie TX)
IA
Issued 01/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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