Unclaimed
Weldon Collins has been in the financial services industry since November 2, 1999. Weldon is a Registered Representative and Investment Advisor Representative for State Farm Investment Management Corp. in Lakewood, Washington. Weldon holds Series 6, 63, and 65 licenses as well as the SIE. Weldon is also the owner and agent of Weldon Collins's Insurance Agency, which is also located in Lakewood, Washington. Weldon has been with State Farm Investment Management Corp. since August 2018. Before joining State Farm Investment Management Corp., Weldon was the owner and operator of Eric Collins Insurance Agency Inc. in Lakewood, Washington. Weldon is also the owner of ENJ, LLC, which remodels office space and manages leases.
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
WA
12/13/2018 - Present
State Farm Investment Management Corp. (LAKEWOOD WA)
IA
Issued 12/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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