Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toni? Claim Your ProfileToni Ward is an investment advisor representative at State Farm Investment Management Corp. Toni has been in the industry since May 3, 1998, and holds both Series 6 and 63 licenses. Toni is registered with the state of South Carolina and is approved to provide both Broker-Dealer and Investment Advisory services. In addition to State Farm Investment Management Corp., Toni also owns Toni Ward's Insurance Agency and is an Officer/Board Member/Secretary of The Draw Properties LLC.
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
SC
10/17/2018 - Present
State Farm Investment Management Corp. (Kingstree SC)
IA
Issued 10/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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