Unclaimed
Trent A. Wilkins is a financial advisor with State Farm Investment Management Corp. Trent has been in the financial services industry since 2014. Trent has a Series 6 and Series 63 license and is registered with the State of Oklahoma and Texas. Trent also holds the Series 65 license. Trent has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Trent is also the owner and agent of Trent Wilkins Insurance Agency, providing insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
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
TX
09/15/2022 - Present
State Farm Investment Management Corp. (McKinney TX)
OK
01/01/2016 - 08/16/2016
STATE FARM VP MANAGEMENT CORP. (BROKEN BOW OK)
IA
Issued 09/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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