Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Satterfield is an investment advisor representative associated with State Farm Investment Management Corp. Wesley is registered with the state of South Carolina and holds the Series 63, Series 65 and SIE licenses. Wesley has a long history in the insurance industry and has worked with various insurance agencies before joining State Farm Investment Management Corp. Wesley specializes in providing 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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SC
04/04/2022 - Present
State Farm Investment Management Corp. (Greenville SC)
IA
Issued 04/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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