Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey Vavra is a registered investment advisor representative with State Farm Investment Management Corp. Trey has been in the industry since June 2022. Trey is licensed in Oklahoma and Texas and has passed the Series 63, 65, and 6TO exams.
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
03/01/2023 - Present
State Farm Investment Management Corp. (New Braunfels TX)
IA
Issued 12/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Trey Vavra is the right advisor for you? Invested Better is here to help.
