Unclaimed
Vahn Doctolero is an investment advisor representative with State Farm Investment Management Corp. Vahn has been in the securities industry since August 5, 2016, and holds Series 6, 63, and 65 licenses. Vahn has experience with investment companies and insurance agencies. State Farm Investment Management Corp. 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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2
TX
11/14/2019 - Present
State Farm Investment Management Corp. (Richmond TX)
AK
08/28/2014 - 06/10/2016
STATE FARM VP MANAGEMENT CORP. (ANCHORAGE AK)
IA
Issued 08/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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