Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Merrick Williams is a financial professional with over 17 years of experience in the financial services industry. Todd is currently registered with State Farm Investment Management Corp. in Tempe, Arizona. Todd has held licenses with State Farm VP Management Corp. and State Farm Insurance. Todd has passed the Series 6, Series 63, and SIE exams and holds the Chartered Financial Consultant designation. Todd specializes in portfolio management for individuals and investment companies.
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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AZ
10/04/2024 - Present
State Farm Investment Management Corp. (TEMPE AZ)
CA
02/21/2006 - 09/06/2018
STATE FARM VP MANAGEMENT CORP. (BAKERSFIELD CA)
BC
Issued 08/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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